+51.2%
APO vs SPMO
+154.5%
-103.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -0.7% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | -8.4% | -0.7% | -7.7% | -8.1% |
| 3M | -2.1% | +2.8% | -4.9% | -7.1% |
| 6M | +19.2% | +24.4% | -5.2% | -10.4% |
| YTD | -10.5% | +24.2% | -34.7% | -32.6% |
| 1Y | -2.7% | +24.5% | -27.2% | -27.2% |
| All | +51.2% | +154.5% | -103.2% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling