+949.3%
APO vs SPG
+57.9%
+891.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | +0.9% |
| 7D | -1.0% | -2.7% | +1.7% | +0.2% |
| 30D | -0.4% | -7.3% | +6.9% | +3.0% |
| 3M | -0.9% | -3.5% | +2.6% | +0.2% |
| 6M | +22.1% | +8.5% | +13.7% | +17.0% |
| YTD | -8.4% | +13.0% | -21.4% | -13.9% |
| 1Y | -0.9% | +18.0% | -19.0% | -8.7% |
| 3Y | +56.1% | +104.5% | -48.4% | +13.8% |
| 5Y | +136.0% | +102.0% | +34.0% | +73.0% |
| 10Y | +949.3% | +61.9% | +887.4% | +614.3% |
| All | +949.3% | +57.9% | +891.4% | +614.3% |
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