+54.8%
APO vs SPXS
-79.5%
+134.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | +0.1% |
| 7D | -1.0% | +1.2% | -2.2% | -0.3% |
| 30D | -0.4% | +5.2% | -5.5% | +2.5% |
| 3M | -0.9% | -9.2% | +8.3% | -4.4% |
| 6M | +22.1% | -29.6% | +51.7% | +4.7% |
| YTD | -8.4% | -27.6% | +19.2% | -19.4% |
| 1Y | -0.9% | -36.7% | +35.8% | -17.9% |
| All | +54.8% | -79.5% | +134.3% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling