+176.2%
SAP vs APO
+948.0%
-771.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +2.6% | +3.9% | -1.3% | +1.3% |
| 3M | +16.3% | +3.8% | +12.5% | +14.5% |
| 6M | +6.4% | +22.3% | -15.9% | -0.6% |
| YTD | -11.4% | -7.8% | -3.6% | -10.4% |
| 1Y | -20.4% | -0.3% | -20.1% | -21.8% |
| 3Y | +56.5% | +57.1% | -0.6% | +28.9% |
| 5Y | +56.8% | +137.0% | -80.2% | +9.7% |
| 10Y | +176.2% | +946.8% | -770.6% | +32.5% |
| All | +176.2% | +948.0% | -771.8% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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