-0.3%
APO vs SIMO
+235.9%
-236.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -1.6% |
| 7D | +0.1% | +14.6% | -14.5% | -0.3% |
| 30D | +3.9% | +6.2% | -2.3% | +3.6% |
| 3M | +3.8% | +3.6% | +0.2% | +3.3% |
| 6M | +22.3% | +130.8% | -108.5% | +14.4% |
| YTD | -7.8% | +195.8% | -203.6% | -16.3% |
| 1Y | -0.3% | +225.0% | -225.3% | -10.9% |
| All | -0.3% | +235.9% | -236.2% | -10.9% |
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