+50.9%
APO vs SOUN
+95.0%
-44.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.0% |
| 7D | +5.8% | -15.1% | +20.8% | +7.4% |
| 30D | +8.9% | -23.0% | +31.8% | +11.5% |
| 3M | -13.6% | -53.3% | +39.7% | -7.3% |
| 6M | -5.4% | -58.6% | +53.2% | +2.2% |
| YTD | -13.6% | -65.0% | +51.4% | -6.0% |
| 1Y | -2.5% | -71.4% | +69.0% | +7.9% |
| 3Y | +50.9% | +75.4% | -24.5% | +46.3% |
| All | +50.9% | +95.0% | -44.1% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 3y: compounded portfolio wealth divided by compounded SOUN 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…
3y analysis · Full analysis span regression · 6 months rolling