+361.6%
PSX vs APO
+837.1%
-475.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.1% |
| 7D | +7.8% | +5.8% | +2.0% | +5.4% |
| 30D | -10.9% | +8.9% | -19.8% | -14.3% |
| 3M | +14.5% | -13.6% | +28.1% | +20.2% |
| 6M | +56.1% | -5.4% | +61.5% | +56.5% |
| YTD | +109.6% | -13.6% | +123.2% | +115.0% |
| 1Y | +95.5% | -2.5% | +98.0% | +90.0% |
| 3Y | +156.2% | +50.9% | +105.3% | +95.6% |
| 5Y | +310.0% | +81.4% | +228.6% | +171.8% |
| All | +361.6% | +837.1% | -475.4% | +59.3% |
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