-4.4%
APO vs SCHG
+5.5%
-9.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.3% | +6.9% | +7.1% |
| 7D | +8.2% | -2.5% | +10.7% | +10.4% |
| 30D | +6.4% | -5.4% | +11.9% | +11.4% |
| 3M | -7.4% | -2.2% | -5.3% | -6.0% |
| 6M | -4.2% | +5.2% | -9.3% | -8.7% |
| YTD | -14.1% | +6.8% | -20.9% | -18.6% |
| 1Y | -4.4% | +5.9% | -10.3% | -8.5% |
| All | -4.4% | +5.5% | -9.9% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling