+591.7%
APO vs SEI
+606.2%
-14.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +16.3% | -17.7% | -4.9% |
| 7D | +0.1% | +28.8% | -28.8% | -5.7% |
| 30D | +3.9% | +10.4% | -6.5% | +0.8% |
| 3M | +3.8% | -11.4% | +15.2% | +4.0% |
| 6M | +22.3% | +31.2% | -8.9% | +10.5% |
| YTD | -7.8% | +39.7% | -47.5% | -18.9% |
| 1Y | -0.3% | +149.0% | -149.3% | -25.6% |
| 3Y | +57.1% | +560.2% | -503.1% | -18.6% |
| 5Y | +137.0% | +955.7% | -818.7% | +0.7% |
| All | +591.7% | +606.2% | -14.5% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling