+839.9%
APO vs SPY
+311.8%
+528.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.7% |
| 7D | +0.2% | -0.9% | +1.1% | +1.4% |
| 30D | +3.1% | -2.4% | +5.5% | +6.6% |
| 3M | -12.0% | -1.2% | -10.8% | -10.5% |
| 6M | -5.0% | +3.3% | -8.3% | -9.3% |
| YTD | -14.0% | +12.3% | -26.3% | -27.0% |
| 1Y | -5.9% | +12.4% | -18.4% | -20.3% |
| 3Y | +51.6% | +78.8% | -27.2% | -30.8% |
| 5Y | +80.8% | +75.2% | +5.6% | -13.2% |
| 10Y | +839.9% | +311.1% | +528.8% | +36.1% |
| All | +839.9% | +311.8% | +528.2% | +36.1% |
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