-38.4%
U vs APO
+227.4%
-265.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | +0.7% |
| 7D | 0.0% | -4.9% | +4.9% | +3.8% |
| 30D | -4.1% | -8.4% | +4.3% | +2.3% |
| 3M | +57.8% | -2.1% | +59.9% | +57.4% |
| 6M | +103.5% | +19.2% | +84.3% | +72.1% |
| YTD | -4.8% | -10.5% | +5.8% | +1.6% |
| 1Y | -2.4% | -2.7% | +0.3% | -3.3% |
| 3Y | +11.7% | +52.5% | -40.8% | -28.6% |
| 5Y | -68.9% | +132.1% | -200.9% | -85.8% |
| All | -38.4% | +227.4% | -265.9% | -73.4% |
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 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