+2,127.1%
ORLY vs APO
+1,727.7%
+399.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.0% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -8.2% | +3.9% | -12.0% | -8.9% |
| 3M | -3.5% | +3.8% | -7.3% | -4.5% |
| 6M | -9.2% | +22.3% | -31.5% | -13.2% |
| YTD | -5.8% | -7.8% | +2.0% | -5.3% |
| 1Y | -19.3% | -0.3% | -18.9% | -20.4% |
| 3Y | +34.4% | +57.1% | -22.7% | +16.8% |
| 5Y | +117.8% | +137.0% | -19.1% | +67.5% |
| 10Y | +356.9% | +946.8% | -589.9% | +153.2% |
| All | +2,127.1% | +1,727.7% | +399.4% | +956.9% |
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