+634.6%
XYZ vs APO
+890.3%
-255.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.7% |
| 7D | +12.6% | +8.1% | +4.5% | +7.2% |
| 30D | +10.8% | +3.4% | +7.4% | +8.3% |
| 3M | +8.4% | -6.6% | +15.0% | +13.2% |
| 6M | +14.3% | -7.1% | +21.4% | +18.5% |
| YTD | +31.5% | -14.1% | +45.6% | +41.6% |
| 1Y | +28.1% | -4.7% | +32.8% | +28.0% |
| 3Y | +66.2% | +51.3% | +14.9% | +15.0% |
| 5Y | -62.3% | +82.7% | -145.1% | -76.9% |
| 10Y | +634.6% | +845.7% | -211.1% | +93.5% |
| All | +634.6% | +890.3% | -255.7% | +93.5% |
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