+3.7%
U vs APO
+1.9%
+1.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -3.8% | -1.0% | -2.8% | -3.3% |
| 30D | +17.5% | +3.5% | +14.0% | +14.7% |
| 3M | +38.7% | +4.5% | +34.2% | +33.8% |
| 6M | +104.4% | +22.8% | +81.6% | +76.1% |
| YTD | -5.7% | -6.5% | +0.8% | -2.7% |
| 1Y | +3.7% | +0.8% | +2.9% | +1.2% |
| All | +3.7% | +1.9% | +1.8% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling