+76.5%
APO price history and return analytics
+57.4%
+19.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +0.7% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | +3.0% | -2.6% | +5.6% | +7.2% |
| 3M | -3.7% | -3.2% | -0.5% | +1.3% |
| 6M | -7.5% | +0.9% | -8.4% | -9.1% |
| YTD | -14.5% | +11.3% | -25.8% | -28.2% |
| 1Y | -6.2% | +14.0% | -20.2% | -24.1% |
| 3Y | +51.9% | +75.8% | -23.9% | -35.6% |
| 5Y | +76.5% | +57.8% | +18.6% | -10.6% |
| All | +76.5% | +57.4% | +19.1% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling