-92.9%
APVO vs SPY
+19.4%
-112.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.5% | +8.6% | +8.7% |
| 7D | -19.7% | +0.5% | -20.2% | -20.9% |
| 30D | -55.0% | -0.9% | -54.1% | -54.8% |
| 3M | -61.6% | +3.9% | -65.4% | -64.5% |
| 6M | -70.6% | +14.5% | -85.1% | -77.9% |
| YTD | -80.1% | +12.9% | -93.0% | -84.7% |
| 1Y | -92.9% | +19.4% | -112.3% | -95.4% |
| All | -92.9% | +19.4% | -112.3% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling