+956.0%
APO vs SAN
+334.8%
+621.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +0.1% | +3.3% | -3.2% | -1.5% |
| 30D | +3.9% | +1.1% | +2.8% | +3.3% |
| 3M | +3.8% | +22.2% | -18.4% | -6.1% |
| 6M | +22.3% | +36.0% | -13.7% | +4.3% |
| YTD | -7.8% | +28.2% | -36.0% | -19.4% |
| 1Y | -0.3% | +54.1% | -54.5% | -20.7% |
| 3Y | +57.1% | +354.2% | -297.1% | -28.1% |
| 5Y | +137.0% | +387.3% | -250.3% | +1.6% |
| All | +956.0% | +334.8% | +621.1% | +338.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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