+1,129.2%
PSX vs APO
+2,076.5%
-947.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -0.4% | +0.2% | -0.5% | -0.4% |
| 30D | -8.1% | +3.1% | -11.2% | -9.7% |
| 3M | +15.9% | -12.0% | +27.9% | +20.5% |
| 6M | +49.4% | -5.0% | +54.3% | +49.5% |
| YTD | +104.7% | -14.0% | +118.7% | +109.9% |
| 1Y | +89.1% | -5.9% | +95.0% | +86.8% |
| 3Y | +151.7% | +51.6% | +100.2% | +97.2% |
| 5Y | +298.3% | +80.8% | +217.5% | +176.2% |
| 10Y | +357.1% | +839.9% | -482.9% | +67.6% |
| All | +1,129.2% | +2,076.5% | -947.3% | +249.8% |
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 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