+946.8%
APO vs STT
+264.2%
+682.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.6% |
| 7D | +0.1% | +2.2% | -2.1% | -1.3% |
| 30D | +3.9% | +3.9% | 0.0% | +1.3% |
| 3M | +3.8% | +19.2% | -15.4% | -7.3% |
| 6M | +22.3% | +60.4% | -38.1% | -9.7% |
| YTD | -7.8% | +51.5% | -59.3% | -29.4% |
| 1Y | -0.3% | +76.3% | -76.6% | -30.6% |
| 3Y | +57.1% | +200.7% | -143.6% | -20.6% |
| 5Y | +137.0% | +157.5% | -20.5% | +27.2% |
| 10Y | +946.8% | +262.0% | +684.9% | +313.9% |
| All | +946.8% | +264.2% | +682.7% | +313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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