+2,447.7%
V vs APO
+1,518.9%
+928.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | +2.2% | +0.8% | +1.4% | +1.9% |
| 30D | +13.6% | +1.0% | +12.5% | +13.1% |
| 3M | +14.3% | -8.4% | +22.7% | +17.0% |
| 6M | +33.1% | -9.1% | +42.2% | +35.9% |
| YTD | +21.2% | -18.3% | +39.6% | +26.7% |
| 1Y | +26.4% | -8.0% | +34.4% | +27.1% |
| 3Y | +77.6% | +47.1% | +30.5% | +48.2% |
| 5Y | +102.6% | +67.2% | +35.4% | +56.7% |
| 10Y | +464.4% | +871.8% | -407.4% | +153.5% |
| All | +2,447.7% | +1,518.9% | +928.8% | +865.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling