+845.7%
APO vs SBAC
+103.9%
+741.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.3% |
| 7D | +8.1% | +3.6% | +4.4% | +7.0% |
| 30D | +3.4% | +4.9% | -1.5% | +1.9% |
| 3M | -6.6% | +6.5% | -13.1% | -8.5% |
| 6M | -7.1% | -11.1% | +4.0% | -4.2% |
| YTD | -14.1% | +0.9% | -15.1% | -16.4% |
| 1Y | -4.7% | -1.6% | -3.1% | -6.4% |
| 3Y | +51.3% | -7.0% | +58.3% | +45.2% |
| 5Y | +82.7% | -39.2% | +122.0% | +109.7% |
| 10Y | +845.7% | +111.4% | +734.3% | +736.0% |
| All | +845.7% | +103.9% | +741.8% | +736.0% |
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