+853.3%
APO vs SUI
+123.0%
+730.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.3% |
| 7D | +5.8% | -1.5% | +7.2% | +6.5% |
| 30D | +8.9% | +3.7% | +5.1% | +6.9% |
| 3M | -13.6% | -0.4% | -13.3% | -13.7% |
| 6M | -5.4% | -2.8% | -2.6% | -4.8% |
| YTD | -13.6% | -1.6% | -12.0% | -13.9% |
| 1Y | -2.5% | -2.1% | -0.4% | -2.6% |
| 3Y | +50.9% | +18.5% | +32.4% | +31.2% |
| 5Y | +81.4% | -26.5% | +107.9% | +104.5% |
| All | +853.3% | +123.0% | +730.3% | +594.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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