+78.7%
APO vs SEI
+889.7%
-811.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | +5.8% | +10.5% | -4.7% | +4.1% |
| 30D | +8.9% | -8.0% | +16.9% | +8.7% |
| 3M | -13.6% | +6.7% | -20.4% | -16.9% |
| 6M | -5.4% | -17.0% | +11.6% | -6.1% |
| YTD | -13.6% | +39.7% | -53.3% | -24.0% |
| 1Y | -2.5% | +43.2% | -45.7% | -15.1% |
| 3Y | +50.9% | +676.3% | -625.5% | -16.3% |
| All | +78.7% | +889.7% | -811.0% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling