+119.2%
ORLY vs APO
+132.8%
-13.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.3% |
| 7D | -2.4% | -3.5% | +1.2% | -2.0% |
| 30D | -6.8% | -6.6% | -0.2% | -6.1% |
| 3M | -4.8% | -3.3% | -1.5% | -4.5% |
| 6M | -9.1% | +22.6% | -31.7% | -11.4% |
| YTD | -5.9% | -9.8% | +3.9% | -5.2% |
| 1Y | -20.4% | -3.9% | -16.5% | -20.6% |
| 3Y | +36.6% | +52.5% | -15.9% | +24.1% |
| All | +119.2% | +132.8% | -13.6% | +78.6% |
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