+29.3%
V vs APO
-5.6%
+35.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.1% | -4.3% | +2.6% |
| 7D | +9.0% | +8.2% | +0.8% | +7.7% |
| 30D | +18.1% | +6.4% | +11.7% | +16.9% |
| 3M | +18.3% | -7.4% | +25.8% | +19.0% |
| 6M | +34.1% | -4.2% | +38.3% | +34.3% |
| YTD | +25.2% | -14.1% | +39.4% | +27.7% |
| 1Y | +29.3% | -4.4% | +33.7% | +28.9% |
| All | +29.3% | -5.6% | +35.0% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling