+72.6%
XYZ vs APO
+43.9%
+28.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.2% | +2.0% |
| 7D | +12.1% | +0.8% | +11.4% | +11.9% |
| 30D | +12.4% | +1.0% | +11.3% | +11.8% |
| 3M | +8.2% | -8.4% | +16.6% | +13.5% |
| 6M | +20.7% | -9.1% | +29.8% | +26.3% |
| YTD | +31.3% | -18.3% | +49.7% | +46.1% |
| 1Y | +20.5% | -8.0% | +28.5% | +23.5% |
| 3Y | +72.6% | +47.1% | +25.6% | +40.3% |
| All | +72.6% | +43.9% | +28.8% | +40.3% |
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