-68.0%
U vs APO
+134.3%
-202.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +3.8% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | -0.6% | +3.9% | -4.4% | -4.3% |
| 3M | +48.4% | +3.8% | +44.7% | +40.6% |
| 6M | +115.4% | +22.3% | +93.1% | +75.0% |
| YTD | -3.2% | -7.8% | +4.6% | +1.1% |
| 1Y | -6.0% | -0.3% | -5.7% | -9.2% |
| 3Y | +13.5% | +57.1% | -43.7% | -36.5% |
| 5Y | -68.0% | +137.0% | -205.0% | -89.2% |
| All | -68.0% | +134.3% | -202.3% | -89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling