+640.9%
APO vs SNAP
-79.3%
+720.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.1% | 0.0% |
| 7D | +0.8% | -7.1% | +7.9% | +1.9% |
| 30D | +1.0% | -14.6% | +15.7% | +3.4% |
| 3M | -8.4% | -5.0% | -3.4% | -8.1% |
| 6M | -9.1% | -18.8% | +9.7% | -7.1% |
| YTD | -18.3% | -38.5% | +20.2% | -13.4% |
| 1Y | -8.0% | -38.1% | +30.1% | -2.7% |
| 3Y | +47.1% | -53.8% | +100.8% | +54.1% |
| 5Y | +67.2% | -90.7% | +157.8% | +99.1% |
| All | +640.9% | -79.3% | +720.3% | +560.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 all: compounded portfolio wealth divided by compounded SNAP 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…
all analysis · Full analysis span regression · 6 months rolling