+144.0%
PSX vs APO
+51.3%
+92.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.0% |
| 7D | -7.8% | +8.1% | -15.9% | -9.6% |
| 30D | -9.9% | +3.4% | -13.3% | -10.8% |
| 3M | +16.9% | -6.6% | +23.6% | +18.5% |
| 6M | +48.0% | -7.1% | +55.0% | +49.4% |
| YTD | +98.3% | -14.1% | +112.5% | +105.0% |
| 1Y | +86.2% | -4.7% | +90.9% | +85.0% |
| 3Y | +144.0% | +51.3% | +92.7% | +111.1% |
| All | +144.0% | +51.3% | +92.7% | +111.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling