+0.8%
APO vs SMTC
+154.8%
-153.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.8% | -0.7% |
| 7D | -1.0% | +12.7% | -13.8% | -1.2% |
| 30D | +3.5% | +22.0% | -18.5% | +2.7% |
| 3M | +4.5% | -12.7% | +17.2% | +4.5% |
| 6M | +22.8% | +64.8% | -42.0% | +20.4% |
| YTD | -6.5% | +100.7% | -107.2% | -8.6% |
| 1Y | +0.8% | +146.9% | -146.1% | +2.5% |
| All | +0.8% | +154.8% | -153.9% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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