+853.3%
APO vs SPXU
-99.5%
+952.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +2.3% |
| 7D | +5.8% | -7.6% | +13.3% | +2.1% |
| 30D | +8.9% | +5.3% | +3.6% | +12.7% |
| 3M | -13.6% | +9.6% | -23.3% | -8.4% |
| 6M | -5.4% | -4.5% | -0.9% | -4.9% |
| YTD | -13.6% | -25.9% | +12.2% | -21.4% |
| 1Y | -2.5% | -28.9% | +26.4% | -12.6% |
| 3Y | +50.9% | -80.5% | +131.3% | -12.4% |
| 5Y | +81.4% | -83.4% | +164.8% | +23.8% |
| All | +853.3% | -99.5% | +952.8% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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