+31.4%
VRTX vs APO
+0.2%
+31.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.4% |
| 7D | -6.4% | -1.0% | -5.4% | -6.3% |
| 30D | -0.5% | -0.4% | -0.2% | -0.6% |
| 3M | +16.9% | -0.9% | +17.8% | +16.8% |
| 6M | +13.1% | +22.1% | -9.1% | +11.6% |
| YTD | +14.9% | -8.4% | +23.3% | +14.7% |
| 1Y | +31.4% | -0.9% | +32.4% | +30.8% |
| All | +31.4% | +0.2% | +31.3% | +30.8% |
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