+376.8%
V vs APO
+948.0%
-571.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +1.9% | +3.9% | -2.0% | +0.4% |
| 3M | +15.5% | +3.8% | +11.8% | +13.4% |
| 6M | +16.6% | +22.3% | -5.7% | +7.6% |
| YTD | +5.7% | -7.8% | +13.5% | +6.8% |
| 1Y | +8.6% | -0.3% | +8.9% | +6.0% |
| 3Y | +52.5% | +57.1% | -4.6% | +20.9% |
| 5Y | +67.1% | +137.0% | -69.8% | +8.4% |
| 10Y | +376.8% | +946.8% | -570.0% | +86.1% |
| All | +376.8% | +948.0% | -571.2% | +86.1% |
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