-4.4%
APO vs SIMO
+94.5%
-98.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -9.6% | +17.7% | +8.2% |
| 7D | +8.2% | -16.9% | +25.1% | +8.5% |
| 30D | +6.4% | -35.4% | +41.8% | +7.2% |
| 3M | -7.4% | -31.9% | +24.4% | -6.9% |
| 6M | -4.2% | -19.3% | +15.1% | -4.7% |
| YTD | -14.1% | +98.5% | -112.6% | -21.4% |
| 1Y | -4.4% | +100.5% | -104.9% | -12.8% |
| All | -4.4% | +94.5% | -98.8% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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