+559.1%
SCHD vs APO
+3,028.7%
-2,469.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +1.5% | +3.9% | -2.4% | +0.5% |
| 3M | +7.4% | +3.8% | +3.7% | +6.0% |
| 6M | +12.4% | +22.3% | -9.9% | +6.2% |
| YTD | +27.5% | -7.8% | +35.3% | +28.4% |
| 1Y | +30.0% | -0.3% | +30.3% | +27.9% |
| 3Y | +56.5% | +57.1% | -0.6% | +33.3% |
| 5Y | +60.7% | +137.0% | -76.3% | +19.7% |
| 10Y | +237.8% | +946.8% | -709.1% | +75.9% |
| All | +559.1% | +3,028.7% | -2,469.6% | +173.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling