+1,804.4%
APO vs SPXU
-100.0%
+1,904.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | 0.0% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +3.5% | +0.8% | +2.6% | +4.0% |
| 3M | +4.5% | -4.7% | +9.2% | +3.6% |
| 6M | +22.8% | -29.6% | +52.4% | +7.7% |
| YTD | -6.5% | -29.9% | +23.4% | -17.4% |
| 1Y | +0.8% | -39.1% | +39.9% | -15.3% |
| 3Y | +62.0% | -80.0% | +142.0% | -1.0% |
| 5Y | +138.2% | -86.0% | +224.3% | +56.1% |
| 10Y | +940.3% | -99.5% | +1,039.8% | +182.6% |
| All | +1,804.4% | -100.0% | +1,904.4% | +188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling