-3.9%
APO vs SEI
+134.3%
-138.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.4% |
| 7D | -3.5% | +22.6% | -26.1% | -5.4% |
| 30D | -6.6% | +9.1% | -15.6% | -7.5% |
| 3M | -3.3% | -11.3% | +8.1% | -2.5% |
| 6M | +22.6% | +22.0% | +0.6% | +17.7% |
| YTD | -9.8% | +47.3% | -57.1% | -16.3% |
| 1Y | -3.9% | +124.8% | -128.6% | -19.4% |
| All | -3.9% | +134.3% | -138.1% | -19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling