+137.0%
APO vs SBAC
-43.9%
+180.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +3.9% | +3.2% | +0.6% | +3.3% |
| 3M | +3.8% | -5.1% | +8.8% | +4.6% |
| 6M | +22.3% | -2.1% | +24.4% | +21.9% |
| YTD | -7.8% | -0.5% | -7.3% | -8.7% |
| 1Y | -0.3% | +1.1% | -1.5% | -1.6% |
| 3Y | +57.1% | -7.4% | +64.6% | +52.3% |
| 5Y | +137.0% | -44.3% | +181.3% | +164.8% |
| All | +137.0% | -43.9% | +180.9% | +164.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling