-4.7%
APO vs SN
+140.3%
-145.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.8% |
| 7D | +8.1% | +7.6% | +0.5% | +6.2% |
| 30D | +3.4% | +22.4% | -19.0% | -1.2% |
| 3M | -6.6% | +21.7% | -28.3% | -10.7% |
| 6M | -7.1% | +102.8% | -109.9% | -22.1% |
| YTD | -14.1% | +102.4% | -116.6% | -27.2% |
| 1Y | -4.7% | +139.0% | -143.7% | -22.8% |
| All | -4.7% | +140.3% | -145.0% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling