+137.6%
APO vs SEI
+1,007.8%
-870.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.8% | -6.4% | -1.7% |
| 7D | -1.0% | +28.2% | -29.2% | -5.6% |
| 30D | -0.4% | +15.5% | -15.8% | -3.6% |
| 3M | -0.9% | -1.4% | +0.5% | -2.5% |
| 6M | +22.1% | +37.4% | -15.3% | +11.2% |
| YTD | -8.4% | +47.8% | -56.2% | -18.6% |
| 1Y | -0.9% | +174.3% | -175.2% | -24.2% |
| 3Y | +56.1% | +598.5% | -542.3% | -10.4% |
| All | +137.6% | +1,007.8% | -870.1% | +15.6% |
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