+92.7%
USB vs APO
+861.5%
-768.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | -0.2% |
| 7D | -1.5% | -1.1% | -0.4% | -1.2% |
| 30D | +4.3% | +1.1% | +3.2% | +3.5% |
| 3M | -6.1% | -9.2% | +3.2% | -2.8% |
| 6M | +9.4% | -9.2% | +18.6% | +12.5% |
| YTD | +15.2% | -18.0% | +33.1% | +22.4% |
| 1Y | +32.8% | -10.9% | +43.6% | +36.0% |
| 3Y | +91.3% | +44.4% | +46.9% | +52.6% |
| 5Y | +22.7% | +67.9% | -45.3% | -11.6% |
| All | +92.7% | +861.5% | -768.8% | -26.2% |
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 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