+1,766.1%
APO vs SU
+149.6%
+1,616.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.3% |
| 7D | -1.0% | +1.6% | -2.6% | -1.6% |
| 30D | -0.4% | +10.7% | -11.1% | -4.3% |
| 3M | -0.9% | +13.5% | -14.4% | -6.2% |
| 6M | +22.1% | +21.8% | +0.3% | +11.3% |
| YTD | -8.4% | +58.8% | -67.2% | -25.2% |
| 1Y | -0.9% | +72.0% | -73.0% | -21.8% |
| 3Y | +56.1% | +121.7% | -65.6% | +9.8% |
| 5Y | +136.0% | +350.4% | -214.4% | +20.4% |
| 10Y | +949.3% | +264.7% | +684.6% | +424.0% |
| All | +1,766.1% | +149.6% | +1,616.5% | +847.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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