+2,393.1%
PWR vs APO
+936.6%
+1,456.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.4% |
| 7D | -0.2% | -4.9% | +4.7% | +1.8% |
| 30D | -7.7% | -8.4% | +0.7% | -4.7% |
| 3M | -4.9% | -2.1% | -2.9% | -4.9% |
| 6M | +9.7% | +19.2% | -9.5% | +0.5% |
| YTD | +46.7% | -10.5% | +57.2% | +49.8% |
| 1Y | +58.7% | -2.7% | +61.4% | +55.0% |
| 3Y | +200.7% | +52.5% | +148.2% | +136.1% |
| 5Y | +438.6% | +132.1% | +306.5% | +239.2% |
| All | +2,393.1% | +936.6% | +1,456.5% | +702.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling