+908.2%
APO price history and return analytics
+226.9%
+681.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.1% |
| 7D | -4.9% | -2.0% | -2.9% | -2.0% |
| 30D | -8.4% | -1.4% | -7.0% | -6.4% |
| 3M | -2.1% | +4.7% | -6.8% | -8.6% |
| 6M | +19.2% | +11.4% | +7.9% | +0.9% |
| YTD | -10.5% | +13.1% | -23.6% | -25.9% |
| 1Y | -2.7% | +19.0% | -21.7% | -25.5% |
| 3Y | +52.5% | +73.9% | -21.5% | -31.2% |
| 5Y | +132.1% | +65.4% | +66.7% | +16.3% |
| All | +908.2% | +226.9% | +681.4% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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