+740.6%
APO vs SYF
+299.1%
+441.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | -0.1% |
| 7D | +0.2% | -3.6% | +3.7% | +2.1% |
| 30D | +3.1% | -1.7% | +4.9% | +4.1% |
| 3M | -12.0% | -7.8% | -4.2% | -8.3% |
| 6M | -5.0% | +3.4% | -8.3% | -7.5% |
| YTD | -14.0% | -12.2% | -1.8% | -8.9% |
| 1Y | -5.9% | -1.6% | -4.4% | -6.2% |
| 3Y | +51.6% | +157.8% | -106.2% | -8.8% |
| 5Y | +80.8% | +61.9% | +18.9% | +32.6% |
| 10Y | +839.9% | +180.0% | +659.9% | +346.9% |
| All | +740.6% | +299.1% | +441.4% | +257.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling