+1,026.5%
VRTX vs APO
+1,753.5%
-727.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | +0.8% | -1.0% | +1.8% | +1.0% |
| 30D | +12.6% | +3.5% | +9.2% | +11.6% |
| 3M | +23.6% | +4.5% | +19.1% | +21.8% |
| 6M | +14.3% | +22.8% | -8.5% | +7.8% |
| YTD | +20.5% | -6.5% | +27.0% | +20.9% |
| 1Y | +37.6% | +0.8% | +36.8% | +34.8% |
| 3Y | +55.5% | +62.0% | -6.4% | +29.2% |
| 5Y | +175.7% | +138.2% | +37.5% | +96.9% |
| 10Y | +474.2% | +940.3% | -466.1% | +126.5% |
| All | +1,026.5% | +1,753.5% | -727.0% | +267.8% |
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 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