+1,006.2%
TER vs APO
+890.3%
+115.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.5% |
| 7D | -8.9% | +8.1% | -17.0% | -12.3% |
| 30D | -39.1% | +3.4% | -42.5% | -40.4% |
| 3M | -32.8% | -6.6% | -26.1% | -31.3% |
| 6M | -31.7% | -7.1% | -24.7% | -30.6% |
| YTD | +26.9% | -14.1% | +41.1% | +32.7% |
| 1Y | +33.6% | -4.7% | +38.3% | +32.3% |
| 3Y | +181.5% | +51.3% | +130.2% | +112.8% |
| 5Y | +76.1% | +82.7% | -6.6% | +16.5% |
| 10Y | +1,006.2% | +845.7% | +160.5% | +258.8% |
| All | +1,006.2% | +890.3% | +115.9% | +258.8% |
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 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