+2,426.3%
PWR vs APO
+961.5%
+1,464.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | +2.7% | -1.0% | +3.6% | +3.1% |
| 30D | -5.1% | -0.4% | -4.8% | -5.4% |
| 3M | -9.4% | -0.9% | -8.5% | -9.7% |
| 6M | +10.4% | +22.1% | -11.7% | +0.2% |
| YTD | +48.6% | -8.4% | +57.0% | +50.3% |
| 1Y | +68.0% | -0.9% | +69.0% | +62.9% |
| 3Y | +204.7% | +56.1% | +148.6% | +136.9% |
| 5Y | +451.9% | +136.0% | +315.9% | +245.3% |
| All | +2,426.3% | +961.5% | +1,464.9% | +705.5% |
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