+853.3%
APO vs SYF
+178.4%
+674.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.3% |
| 7D | +5.8% | -2.0% | +7.8% | +6.9% |
| 30D | +8.9% | +1.2% | +7.7% | +8.2% |
| 3M | -13.6% | -9.4% | -4.3% | -9.0% |
| 6M | -5.4% | +4.4% | -9.8% | -8.5% |
| YTD | -13.6% | -11.9% | -1.7% | -8.6% |
| 1Y | -2.5% | -0.4% | -2.1% | -3.5% |
| 3Y | +50.9% | +159.6% | -108.7% | -11.1% |
| 5Y | +81.4% | +60.9% | +20.5% | +32.0% |
| All | +853.3% | +178.4% | +674.9% | +343.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling