+59.1%
APO vs SN
+671.3%
-612.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.0% |
| 7D | +5.8% | +1.5% | +4.2% | +5.4% |
| 30D | +8.9% | +21.5% | -12.6% | +3.9% |
| 3M | -13.6% | +20.0% | -33.7% | -17.6% |
| 6M | -5.4% | +119.9% | -125.3% | -22.7% |
| YTD | -13.6% | +102.3% | -115.9% | -28.4% |
| 1Y | -2.5% | +148.0% | -150.5% | -23.2% |
| 3Y | +50.9% | +450.0% | -399.1% | +17.4% |
| All | +59.1% | +671.3% | -612.2% | +24.1% |
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