+156.8%
APO vs SOUN
-60.0%
+216.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.0% |
| 7D | +5.8% | -15.1% | +20.8% | +6.9% |
| 30D | +8.9% | -23.0% | +31.8% | +10.8% |
| 3M | -13.6% | -53.3% | +39.7% | -9.1% |
| 6M | -5.4% | -58.6% | +53.2% | +0.1% |
| YTD | -13.6% | -65.0% | +51.4% | -8.2% |
| 1Y | -2.5% | -71.4% | +69.0% | +5.0% |
| 3Y | +50.9% | +75.4% | -24.5% | +39.9% |
| All | +156.8% | -60.0% | +216.8% | +133.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling