+76.5%
APO vs SPY
+71.5%
+5.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +1.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +3.0% | -3.3% | +6.3% | +8.1% |
| 3M | -3.7% | -2.4% | -1.3% | -0.2% |
| 6M | -7.5% | +2.6% | -10.0% | -10.9% |
| YTD | -14.5% | +11.2% | -25.8% | -26.8% |
| 1Y | -6.2% | +13.4% | -19.5% | -21.9% |
| 3Y | +51.9% | +79.9% | -28.0% | -32.7% |
| 5Y | +76.5% | +72.2% | +4.3% | -16.0% |
| All | +76.5% | +71.5% | +5.0% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling