+638.0%
XYZ vs APO
+903.0%
-265.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.7% | -1.1% | +0.4% |
| 7D | +14.9% | +2.3% | +12.6% | +13.4% |
| 30D | +14.7% | +3.0% | +11.7% | +12.4% |
| 3M | +12.1% | -3.7% | +15.8% | +14.6% |
| 6M | +18.3% | -7.5% | +25.8% | +23.0% |
| YTD | +36.1% | -14.5% | +50.6% | +47.0% |
| 1Y | +35.3% | -6.2% | +41.5% | +36.6% |
| 3Y | +73.5% | +51.9% | +21.6% | +19.9% |
| 5Y | -61.6% | +76.5% | -138.1% | -75.9% |
| 10Y | +638.0% | +895.2% | -257.2% | +117.1% |
| All | +638.0% | +903.0% | -265.0% | +117.1% |
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