+166.0%
APO vs SOUN
-28.0%
+194.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.7% | -2.1% |
| 7D | -4.9% | -6.8% | +1.9% | -4.4% |
| 30D | -8.4% | -15.2% | +6.8% | -7.4% |
| 3M | -2.1% | -7.0% | +4.9% | -1.8% |
| 6M | +19.2% | -20.5% | +39.8% | +20.2% |
| YTD | -10.5% | -37.0% | +26.5% | -8.5% |
| 1Y | -2.7% | -55.3% | +52.6% | +1.3% |
| 3Y | +52.5% | +173.0% | -120.6% | +36.6% |
| All | +166.0% | -28.0% | +194.0% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling