+54.2%
VRTX vs APO
+58.7%
-4.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.0% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | +6.6% | +3.9% | +2.8% | +6.1% |
| 3M | +19.4% | +3.8% | +15.6% | +18.7% |
| 6M | +15.8% | +22.3% | -6.5% | +13.0% |
| YTD | +16.7% | -7.8% | +24.5% | +17.2% |
| 1Y | +33.8% | -0.3% | +34.1% | +33.0% |
| 3Y | +54.2% | +57.1% | -2.9% | +43.6% |
| All | +54.2% | +58.7% | -4.5% | +43.6% |
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 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