+857.2%
APO vs SUI
+115.7%
+741.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.3% |
| 7D | +0.8% | +6.2% | -5.4% | -2.0% |
| 30D | +1.0% | +8.6% | -7.5% | -3.0% |
| 3M | -8.4% | +1.0% | -9.4% | -9.0% |
| 6M | -9.1% | -2.6% | -6.5% | -8.7% |
| YTD | -18.3% | -0.1% | -18.2% | -19.2% |
| 1Y | -8.0% | +0.5% | -8.5% | -9.3% |
| 3Y | +47.1% | +15.3% | +31.8% | +30.2% |
| 5Y | +67.2% | -26.1% | +93.3% | +87.9% |
| All | +857.2% | +115.7% | +741.5% | +640.5% |
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