+580.0%
XYZ vs APO
+948.0%
-368.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.3% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +1.4% | +3.9% | -2.5% | -1.4% |
| 3M | +14.6% | +3.8% | +10.8% | +10.3% |
| 6M | +20.8% | +22.3% | -1.5% | +3.5% |
| YTD | +23.1% | -7.8% | +30.9% | +26.5% |
| 1Y | +5.6% | -0.3% | +6.0% | +1.5% |
| 3Y | +50.9% | +57.1% | -6.2% | +2.2% |
| 5Y | -68.6% | +137.0% | -205.5% | -83.4% |
| 10Y | +580.0% | +946.8% | -366.9% | +84.2% |
| All | +580.0% | +948.0% | -368.0% | +84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling