+949.3%
APO vs SBAC
+78.4%
+870.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -0.4% | +3.9% | -4.2% | -1.5% |
| 3M | -0.9% | -8.2% | +7.3% | +1.4% |
| 6M | +22.1% | -2.8% | +24.9% | +21.1% |
| YTD | -8.4% | -1.5% | -6.8% | -10.0% |
| 1Y | -0.9% | 0.0% | -1.0% | -3.2% |
| 3Y | +56.1% | -8.4% | +64.5% | +50.2% |
| 5Y | +136.0% | -43.5% | +179.5% | +178.4% |
| 10Y | +949.3% | +86.9% | +862.4% | +872.0% |
| All | +949.3% | +78.4% | +870.9% | +872.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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