+1,091.2%
PSX vs APO
+2,072.8%
-981.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.1% |
| 7D | -7.8% | +8.1% | -15.9% | -10.7% |
| 30D | -9.9% | +3.4% | -13.3% | -11.5% |
| 3M | +16.9% | -6.6% | +23.6% | +18.9% |
| 6M | +48.0% | -7.1% | +55.0% | +49.3% |
| YTD | +98.3% | -14.1% | +112.5% | +103.6% |
| 1Y | +86.2% | -4.7% | +90.9% | +82.9% |
| 3Y | +144.0% | +51.3% | +92.7% | +91.2% |
| 5Y | +287.7% | +82.7% | +205.0% | +167.6% |
| 10Y | +338.3% | +845.7% | -507.4% | +60.5% |
| All | +1,091.2% | +2,072.8% | -981.5% | +239.2% |
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