+1,777.9%
APO vs SIRI
+114.8%
+1,663.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +0.1% | +4.3% | -4.2% | -1.3% |
| 30D | +3.9% | -2.8% | +6.7% | +4.5% |
| 3M | +3.8% | +5.9% | -2.2% | +1.4% |
| 6M | +22.3% | +31.9% | -9.6% | +10.9% |
| YTD | -7.8% | +48.7% | -56.5% | -20.0% |
| 1Y | -0.3% | +23.2% | -23.6% | -8.5% |
| 3Y | +57.1% | -23.9% | +81.0% | +56.5% |
| 5Y | +137.0% | -43.4% | +180.4% | +145.1% |
| 10Y | +946.8% | -13.6% | +960.5% | +797.8% |
| All | +1,777.9% | +114.8% | +1,663.1% | +1,141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling