+454.5%
V vs APO
+890.3%
-435.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +0.6% | +8.1% | -7.5% | -2.0% |
| 30D | +9.7% | +3.4% | +6.3% | +8.3% |
| 3M | +17.3% | -6.6% | +23.9% | +19.5% |
| 6M | +33.2% | -7.1% | +40.3% | +35.2% |
| YTD | +21.3% | -14.1% | +35.5% | +25.2% |
| 1Y | +27.3% | -4.7% | +32.0% | +26.4% |
| 3Y | +76.1% | +51.3% | +24.8% | +41.0% |
| 5Y | +103.5% | +82.7% | +20.7% | +45.4% |
| 10Y | +454.5% | +845.7% | -391.2% | +111.3% |
| All | +454.5% | +890.3% | -435.9% | +111.3% |
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