-68.9%
XYZ vs APO
+138.1%
-207.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -1.0% | -1.0% | 0.0% | -0.1% |
| 30D | -1.7% | +3.5% | -5.2% | -4.6% |
| 3M | +16.7% | +4.5% | +12.2% | +10.7% |
| 6M | +26.9% | +22.8% | +4.1% | +4.6% |
| YTD | +27.1% | -6.5% | +33.6% | +30.0% |
| 1Y | +9.3% | +0.8% | +8.4% | +2.5% |
| 3Y | +42.3% | +62.0% | -19.7% | -24.2% |
| All | -68.9% | +138.1% | -207.0% | -88.9% |
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