+78.2%
U vs APO
+50.4%
+27.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.9% |
| 7D | +2.8% | +3.5% | -0.7% | +0.6% |
| 30D | +7.6% | +4.4% | +3.3% | +3.8% |
| 3M | +12.7% | -12.1% | +24.8% | +20.9% |
| 6M | +87.0% | -7.2% | +94.2% | +91.4% |
| YTD | +13.6% | -15.1% | +28.7% | +23.5% |
| 1Y | +25.3% | -7.7% | +32.9% | +28.4% |
| All | +78.2% | +50.4% | +27.8% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling