+916.7%
APO vs SYY
+116.5%
+800.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -3.5% | +3.9% | -7.5% | -5.3% |
| 30D | -6.6% | -1.7% | -4.8% | -5.8% |
| 3M | -3.3% | +5.2% | -8.4% | -6.1% |
| 6M | +22.6% | -0.2% | +22.8% | +20.6% |
| YTD | -9.8% | +15.4% | -25.1% | -18.3% |
| 1Y | -3.9% | +5.6% | -9.5% | -9.0% |
| 3Y | +52.5% | +28.9% | +23.6% | +27.1% |
| 5Y | +134.0% | +24.1% | +109.9% | +97.8% |
| All | +916.7% | +116.5% | +800.2% | +546.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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