+91.7%
USB vs APO
+857.2%
-765.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | 0.0% | +0.8% | -0.8% | -0.5% |
| 30D | +5.8% | +1.0% | +4.8% | +5.1% |
| 3M | -6.0% | -8.4% | +2.4% | -3.1% |
| 6M | +7.8% | -9.1% | +16.9% | +10.8% |
| YTD | +14.6% | -18.3% | +32.9% | +22.1% |
| 1Y | +31.8% | -8.0% | +39.8% | +33.2% |
| 3Y | +91.5% | +47.1% | +44.5% | +51.6% |
| 5Y | +22.0% | +67.2% | -45.1% | -11.9% |
| All | +91.7% | +857.2% | -765.5% | -26.5% |
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