+949.3%
APO vs SPG
+59.6%
+889.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.5% |
| 7D | -1.0% | -1.7% | +0.7% | -0.3% |
| 30D | -0.4% | -6.3% | +5.9% | +2.5% |
| 3M | -0.9% | -2.4% | +1.6% | -0.2% |
| 6M | +22.1% | +9.6% | +12.5% | +16.5% |
| YTD | -8.4% | +14.2% | -22.6% | -14.3% |
| 1Y | -0.9% | +19.3% | -20.2% | -9.1% |
| 3Y | +56.1% | +106.7% | -50.6% | +13.3% |
| 5Y | +136.0% | +104.2% | +31.8% | +72.2% |
| 10Y | +949.3% | +63.7% | +885.6% | +611.0% |
| All | +949.3% | +59.6% | +889.7% | +611.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling