+853.3%
APO price history and return analytics
+221.8%
+631.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.2% |
| 7D | +5.8% | +2.4% | +3.4% | +2.2% |
| 30D | +8.9% | -1.5% | +10.4% | +11.3% |
| 3M | -13.6% | -4.1% | -9.5% | -8.1% |
| 6M | -5.4% | +0.6% | -5.9% | -6.4% |
| YTD | -13.6% | +11.0% | -24.7% | -26.6% |
| 1Y | -2.5% | +13.3% | -15.8% | -19.7% |
| 3Y | +50.9% | +73.4% | -22.5% | -31.9% |
| 5Y | +81.4% | +57.4% | +24.0% | -3.0% |
| All | +853.3% | +221.8% | +631.6% | +91.0% |
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