+853.3%
APO vs SPY
+307.0%
+546.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.3% |
| 7D | +5.8% | +2.6% | +3.2% | +2.0% |
| 30D | +8.9% | -2.0% | +10.9% | +11.9% |
| 3M | -13.6% | -2.8% | -10.9% | -10.1% |
| 6M | -5.4% | +2.1% | -7.5% | -8.3% |
| YTD | -13.6% | +11.5% | -25.1% | -25.9% |
| 1Y | -2.5% | +13.5% | -15.9% | -18.4% |
| 3Y | +50.9% | +77.7% | -26.8% | -30.6% |
| 5Y | +81.4% | +72.6% | +8.8% | -11.1% |
| All | +853.3% | +307.0% | +546.3% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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