+839.9%
APO vs SPG
+116.4%
+723.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | +0.2% | +2.7% | -2.6% | -1.0% |
| 30D | +3.1% | +16.6% | -13.4% | -3.7% |
| 3M | -12.0% | +8.1% | -20.1% | -15.0% |
| 6M | -5.0% | +19.3% | -24.3% | -12.6% |
| YTD | -14.0% | +31.1% | -45.1% | -24.3% |
| 1Y | -5.9% | +32.8% | -38.7% | -17.7% |
| 3Y | +51.6% | +135.8% | -84.2% | +3.7% |
| 5Y | +80.8% | +85.1% | -4.3% | +35.3% |
| 10Y | +839.9% | +115.9% | +724.0% | +513.9% |
| All | +839.9% | +116.4% | +723.6% | +513.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling