+1,804.4%
APO vs SPY
+660.3%
+1,144.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +3.5% | +0.1% | +3.4% | +3.4% |
| 3M | +4.5% | +2.0% | +2.5% | +1.8% |
| 6M | +22.8% | +13.0% | +9.8% | +4.3% |
| YTD | -6.5% | +13.5% | -20.0% | -20.8% |
| 1Y | +0.8% | +20.0% | -19.1% | -20.5% |
| 3Y | +62.0% | +77.2% | -15.2% | -20.5% |
| 5Y | +138.2% | +81.9% | +56.4% | +16.2% |
| 10Y | +940.3% | +314.1% | +626.2% | +100.8% |
| All | +1,804.4% | +660.3% | +1,144.1% | +107.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling