+82.7%
APO vs SMTC
+28.1%
+54.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +3.0% | +0.9% |
| 7D | +8.1% | -10.9% | +19.0% | +9.4% |
| 30D | +3.4% | -39.4% | +42.9% | +11.1% |
| 3M | -6.6% | -13.5% | +6.9% | -7.5% |
| 6M | -7.1% | -6.8% | -0.2% | -11.9% |
| YTD | -14.1% | +54.0% | -68.2% | -28.4% |
| 1Y | -4.7% | +50.8% | -55.5% | -20.4% |
| 3Y | +51.3% | +677.3% | -626.0% | -28.6% |
| 5Y | +82.7% | +28.7% | +54.0% | +66.4% |
| All | +82.7% | +28.1% | +54.6% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling