+69.9%
APO vs SN
+496.6%
-426.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +3.9% | -5.6% | +9.5% | +5.3% |
| 3M | +3.8% | +48.1% | -44.3% | -6.4% |
| 6M | +22.3% | +57.6% | -35.3% | +8.1% |
| YTD | -7.8% | +56.5% | -64.3% | -18.5% |
| 1Y | -0.3% | +52.6% | -52.9% | -11.6% |
| 3Y | +57.1% | +412.0% | -354.8% | +32.7% |
| All | +69.9% | +496.6% | -426.8% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling