+839.9%
APO vs SAN
+275.0%
+564.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +0.2% | +3.4% | -3.2% | -1.5% |
| 30D | +3.1% | -6.3% | +9.4% | +6.2% |
| 3M | -12.0% | -14.1% | +2.1% | -5.6% |
| 6M | -5.0% | +4.2% | -9.1% | -7.5% |
| YTD | -14.0% | +9.0% | -23.0% | -19.0% |
| 1Y | -5.9% | +18.8% | -24.7% | -15.2% |
| 3Y | +51.6% | +252.0% | -200.5% | -22.0% |
| 5Y | +80.8% | +299.5% | -218.7% | -15.5% |
| 10Y | +839.9% | +276.7% | +563.3% | +324.3% |
| All | +839.9% | +275.0% | +564.9% | +324.3% |
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