+82.7%
APO vs SBAC
-40.1%
+122.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.3% |
| 7D | +8.1% | +3.6% | +4.4% | +7.4% |
| 30D | +3.4% | +4.9% | -1.5% | +2.5% |
| 3M | -6.6% | +6.5% | -13.1% | -7.7% |
| 6M | -7.1% | -11.1% | +4.0% | -5.5% |
| YTD | -14.1% | +0.9% | -15.1% | -15.3% |
| 1Y | -4.7% | -1.6% | -3.1% | -5.4% |
| 3Y | +51.3% | -7.0% | +58.3% | +47.0% |
| 5Y | +82.7% | -39.2% | +122.0% | +112.3% |
| All | +82.7% | -40.1% | +122.8% | +112.3% |
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