+48.3%
APO vs SIMO
+240.7%
-192.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | +3.5% | +14.9% | -11.4% | +1.7% |
| 30D | +4.4% | -27.0% | +31.3% | +7.7% |
| 3M | -12.1% | -25.4% | +13.3% | -10.4% |
| 6M | -7.2% | -30.3% | +23.0% | -7.0% |
| YTD | -15.1% | +95.8% | -110.9% | -38.3% |
| 1Y | -7.7% | +100.0% | -107.7% | -33.6% |
| All | +48.3% | +240.7% | -192.4% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling