+1,722.3%
APO vs SNY
+133.8%
+1,588.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -4.9% | -3.6% | -1.3% | -3.6% |
| 30D | -8.4% | -1.9% | -6.5% | -7.8% |
| 3M | -2.1% | -2.0% | -0.1% | -1.7% |
| 6M | +19.2% | +2.5% | +16.7% | +17.6% |
| YTD | -10.5% | -7.0% | -3.6% | -8.8% |
| 1Y | -2.7% | -4.4% | +1.7% | -2.4% |
| 3Y | +52.5% | -8.4% | +60.9% | +49.2% |
| 5Y | +132.1% | +9.5% | +122.5% | +103.5% |
| 10Y | +924.7% | +64.3% | +860.4% | +642.3% |
| All | +1,722.3% | +133.8% | +1,588.6% | +958.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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