+1,804.4%
APO vs SUI
+511.4%
+1,293.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | -2.8% | +1.8% | +0.3% |
| 30D | +3.5% | -1.2% | +4.6% | +3.9% |
| 3M | +4.5% | -1.7% | +6.3% | +4.8% |
| 6M | +22.8% | -10.5% | +33.3% | +28.3% |
| YTD | -6.5% | -1.8% | -4.7% | -6.5% |
| 1Y | +0.8% | -4.1% | +4.9% | +1.7% |
| 3Y | +62.0% | +11.3% | +50.7% | +47.7% |
| 5Y | +138.2% | -32.1% | +170.4% | +174.1% |
| 10Y | +940.3% | +110.4% | +829.8% | +629.9% |
| All | +1,804.4% | +511.4% | +1,293.0% | +706.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling