+908.2%
APO vs SPXS
-99.5%
+1,007.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -1.5% |
| 7D | -4.9% | +6.4% | -11.3% | -2.0% |
| 30D | -8.4% | +6.0% | -14.4% | -5.6% |
| 3M | -2.1% | -11.6% | +9.6% | -6.5% |
| 6M | +19.2% | -28.7% | +48.0% | +4.2% |
| YTD | -10.5% | -26.3% | +15.7% | -19.8% |
| 1Y | -2.7% | -34.9% | +32.2% | -16.8% |
| 3Y | +52.5% | -79.5% | +131.9% | -9.3% |
| 5Y | +132.1% | -85.9% | +218.0% | +47.0% |
| All | +908.2% | -99.5% | +1,007.8% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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