+12.4%
O vs APO
+75.6%
-63.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | +0.3% |
| 7D | +3.3% | +2.3% | +1.0% | +3.0% |
| 30D | +10.3% | +3.0% | +7.4% | +9.9% |
| 3M | -3.5% | -3.7% | +0.2% | -3.3% |
| 6M | -1.3% | -7.5% | +6.2% | -0.8% |
| YTD | +10.3% | -14.5% | +24.9% | +11.7% |
| 1Y | +10.4% | -6.2% | +16.6% | +10.4% |
| 3Y | +40.0% | +51.9% | -11.9% | +22.9% |
| 5Y | +12.4% | +76.5% | -64.1% | -6.2% |
| All | +12.4% | +75.6% | -63.2% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling