+386.6%
PSX vs APO
+943.6%
-557.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +0.9% |
| 7D | +1.8% | -1.0% | +2.8% | +2.2% |
| 30D | +21.6% | -0.4% | +22.0% | +21.5% |
| 3M | +46.5% | -0.9% | +47.3% | +45.6% |
| 6M | +62.0% | +22.1% | +39.9% | +46.0% |
| YTD | +106.3% | -8.4% | +114.7% | +108.3% |
| 1Y | +103.0% | -0.9% | +103.9% | +96.2% |
| 3Y | +135.5% | +56.1% | +79.4% | +78.4% |
| 5Y | +368.5% | +136.0% | +232.5% | +174.4% |
| 10Y | +386.6% | +949.3% | -562.7% | +60.8% |
| All | +386.6% | +943.6% | -557.1% | +60.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling