-5.4%
APO vs SPXU
-6.1%
+0.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +2.2% |
| 7D | +5.8% | -7.6% | +13.3% | +2.8% |
| 30D | +8.9% | +5.3% | +3.6% | +11.6% |
| 3M | -13.6% | +9.6% | -23.3% | -9.9% |
| 6M | -5.4% | -4.5% | -0.9% | -4.5% |
| All | -5.4% | -6.1% | +0.7% | -4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling