-63.7%
XYZ vs APO
+81.1%
-144.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +1.4% |
| 7D | -1.1% | +5.8% | -6.8% | -5.5% |
| 30D | +11.5% | +8.9% | +2.6% | +4.1% |
| 3M | +1.8% | -13.6% | +15.4% | +14.4% |
| 6M | +21.2% | -5.4% | +26.6% | +24.3% |
| YTD | +29.9% | -13.6% | +43.6% | +41.5% |
| 1Y | +35.8% | -2.5% | +38.2% | +31.9% |
| 3Y | +62.6% | +50.9% | +11.7% | -10.7% |
| All | -63.7% | +81.1% | -144.8% | -85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling