+576.9%
APO vs SEI
+644.4%
-67.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | -0.3% |
| 7D | -3.5% | +22.6% | -26.1% | -8.1% |
| 30D | -6.6% | +9.1% | -15.6% | -9.1% |
| 3M | -3.3% | -11.3% | +8.1% | -2.9% |
| 6M | +22.6% | +22.0% | +0.6% | +12.8% |
| YTD | -9.8% | +47.3% | -57.1% | -21.6% |
| 1Y | -3.9% | +124.8% | -128.6% | -26.1% |
| 3Y | +52.5% | +591.3% | -538.8% | -21.8% |
| 5Y | +134.0% | +1,008.2% | -874.2% | -1.7% |
| All | +576.9% | +644.4% | -67.5% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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