+25.0%
V vs APO
-7.7%
+32.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | -0.4% | +3.5% | -3.8% | -0.9% |
| 30D | +6.3% | +4.4% | +2.0% | +5.6% |
| 3M | +17.2% | -12.1% | +29.2% | +18.5% |
| 6M | +29.2% | -7.2% | +36.5% | +30.0% |
| YTD | +20.8% | -15.1% | +35.9% | +23.5% |
| 1Y | +25.0% | -7.7% | +32.7% | +25.6% |
| All | +25.0% | -7.7% | +32.7% | +25.6% |
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