+949.3%
APO vs SYF
+257.7%
+691.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.3% |
| 7D | -1.0% | -1.3% | +0.3% | -0.3% |
| 30D | -0.4% | -1.1% | +0.7% | +0.1% |
| 3M | -0.9% | +7.4% | -8.3% | -5.5% |
| 6M | +22.1% | +16.2% | +5.9% | +11.5% |
| YTD | -8.4% | -6.1% | -2.3% | -6.3% |
| 1Y | -0.9% | +3.4% | -4.3% | -3.9% |
| 3Y | +56.1% | +162.9% | -106.7% | -8.6% |
| 5Y | +136.0% | +85.6% | +50.4% | +59.5% |
| 10Y | +949.3% | +262.7% | +686.6% | +353.3% |
| All | +949.3% | +257.7% | +691.6% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SYF 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling