+956.0%
APO vs SYF
+263.6%
+692.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.5% |
| 7D | +0.1% | +2.6% | -2.5% | -1.3% |
| 30D | +3.9% | 0.0% | +3.8% | +3.7% |
| 3M | +3.8% | +11.9% | -8.2% | -3.3% |
| 6M | +22.3% | +18.9% | +3.4% | +10.2% |
| YTD | -7.8% | -4.6% | -3.2% | -6.5% |
| 1Y | -0.3% | +6.4% | -6.7% | -4.8% |
| 3Y | +57.1% | +167.2% | -110.0% | -8.8% |
| 5Y | +137.0% | +92.3% | +44.6% | +57.1% |
| All | +956.0% | +263.6% | +692.4% | +352.1% |
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