+56.4%
APO vs SN
+650.0%
-593.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.6% |
| 7D | +3.5% | +1.4% | +2.1% | +3.1% |
| 30D | +4.4% | +16.6% | -12.2% | +0.6% |
| 3M | -12.1% | +18.3% | -30.4% | -15.7% |
| 6M | -7.2% | +103.1% | -110.3% | -22.7% |
| YTD | -15.1% | +96.7% | -111.8% | -29.1% |
| 1Y | -7.7% | +134.3% | -142.0% | -26.3% |
| 3Y | +49.6% | +425.2% | -375.6% | +17.1% |
| All | +56.4% | +650.0% | -593.6% | +22.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling