+99.6%
PSX vs APO
+1.9%
+97.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +4.5% | -1.0% | +5.6% | +4.5% |
| 30D | +26.6% | +3.5% | +23.1% | +26.5% |
| 3M | +39.3% | +4.5% | +34.7% | +39.5% |
| 6M | +56.8% | +22.8% | +34.0% | +56.1% |
| YTD | +101.8% | -6.5% | +108.3% | +105.5% |
| 1Y | +99.6% | +0.8% | +98.8% | +98.0% |
| All | +99.6% | +1.9% | +97.7% | +98.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling