+132.1%
APO vs SIRI
-42.5%
+174.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.6% |
| 7D | -4.9% | -3.0% | -1.9% | -4.4% |
| 30D | -8.4% | +1.3% | -9.7% | -8.7% |
| 3M | -2.1% | +5.6% | -7.7% | -3.3% |
| 6M | +19.2% | +35.2% | -15.9% | +12.2% |
| YTD | -10.5% | +49.1% | -59.6% | -17.7% |
| 1Y | -2.7% | +26.8% | -29.5% | -7.8% |
| 3Y | +52.5% | -23.7% | +76.1% | +51.4% |
| 5Y | +132.1% | -41.8% | +173.9% | +153.5% |
| All | +132.1% | -42.5% | +174.6% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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