+1,831.6%
PWR vs APO
+837.1%
+994.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.4% |
| 7D | +11.3% | +5.8% | +5.5% | +8.9% |
| 30D | -8.9% | +8.9% | -17.7% | -12.5% |
| 3M | -10.5% | -13.6% | +3.1% | -5.9% |
| 6M | -22.2% | -5.4% | -16.8% | -21.6% |
| YTD | +42.7% | -13.6% | +56.4% | +46.9% |
| 1Y | +41.1% | -2.5% | +43.6% | +37.6% |
| 3Y | +242.7% | +50.9% | +191.9% | +169.4% |
| 5Y | +418.5% | +81.4% | +337.1% | +261.5% |
| All | +1,831.6% | +837.1% | +994.5% | +535.2% |
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 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