+18.4%
U vs APO
-5.6%
+24.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.1% | -3.2% | +0.4% |
| 7D | +7.5% | +8.2% | -0.7% | +2.4% |
| 30D | -7.0% | +6.4% | -13.5% | -10.5% |
| 3M | +20.6% | -7.4% | +28.0% | +25.3% |
| 6M | +53.2% | -4.2% | +57.3% | +54.7% |
| YTD | -3.9% | -14.1% | +10.3% | +5.9% |
| 1Y | +18.4% | -4.4% | +22.8% | +17.4% |
| All | +18.4% | -5.6% | +24.0% | +17.4% |
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