+23.4%
APO vs SNDU
+3.5%
+19.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -15.8% | +23.9% | +8.3% |
| 7D | +8.2% | -48.0% | +56.2% | +9.4% |
| 30D | +6.4% | -66.4% | +72.8% | +8.5% |
| 3M | -7.4% | -58.7% | +51.3% | -6.7% |
| 6M | -4.2% | -68.6% | +64.4% | -4.8% |
| All | +23.4% | +3.5% | +19.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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