+77.6%
V vs APO
+43.9%
+33.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | +2.2% | +0.8% | +1.4% | +2.0% |
| 30D | +13.6% | +1.0% | +12.5% | +13.3% |
| 3M | +14.3% | -8.4% | +22.7% | +16.2% |
| 6M | +33.1% | -9.1% | +42.2% | +35.2% |
| YTD | +21.2% | -18.3% | +39.6% | +25.8% |
| 1Y | +26.4% | -8.0% | +34.4% | +27.1% |
| 3Y | +77.6% | +47.1% | +30.5% | +60.4% |
| All | +77.6% | +43.9% | +33.7% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling