+294.9%
SCHW vs APO
+945.2%
-650.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -1.9% | -3.5% | +1.6% | -0.3% |
| 30D | -1.6% | -6.6% | +4.9% | +1.2% |
| 3M | +21.3% | -3.3% | +24.5% | +22.2% |
| 6M | +16.5% | +22.6% | -6.1% | +4.7% |
| YTD | +8.4% | -9.8% | +18.2% | +11.3% |
| 1Y | +15.6% | -3.9% | +19.5% | +14.5% |
| 3Y | +86.8% | +52.5% | +34.4% | +41.4% |
| 5Y | +60.5% | +134.0% | -73.5% | -4.1% |
| All | +294.9% | +945.2% | -650.3% | +18.1% |
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