+277.3%
O vs APO
+1,753.5%
-1,476.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | -1.9% | +3.5% | -5.3% | -2.7% |
| 3M | +3.8% | +4.5% | -0.7% | +2.5% |
| 6M | -4.7% | +22.8% | -27.5% | -9.3% |
| YTD | +12.5% | -6.5% | +19.0% | +12.7% |
| 1Y | +10.8% | +0.8% | +10.0% | +8.8% |
| 3Y | +28.8% | +62.0% | -33.2% | +9.0% |
| 5Y | +13.2% | +138.2% | -125.1% | -15.5% |
| 10Y | +53.5% | +940.3% | -886.8% | -14.8% |
| All | +277.3% | +1,753.5% | -1,476.2% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling