+845.7%
APO vs SW
+184.4%
+661.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | +0.4% |
| 7D | +8.1% | +2.2% | +5.9% | +7.7% |
| 30D | +3.4% | +7.4% | -4.0% | +2.1% |
| 3M | -6.6% | -5.9% | -0.7% | -5.6% |
| 6M | -7.1% | +9.0% | -16.0% | -8.9% |
| YTD | -14.1% | +18.1% | -32.3% | -17.5% |
| 1Y | -4.7% | +28.7% | -33.4% | -9.9% |
| 3Y | +51.3% | +48.8% | +2.5% | +39.6% |
| 5Y | +82.7% | +2.5% | +80.3% | +71.5% |
| 10Y | +845.7% | +184.4% | +661.3% | +620.1% |
| All | +845.7% | +184.4% | +661.3% | +620.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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