+59.6%
SCHW vs APO
+130.9%
-71.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +1.7% |
| 7D | -2.8% | -4.9% | +2.1% | -0.7% |
| 30D | -0.1% | -8.4% | +8.4% | +3.5% |
| 3M | +20.6% | -2.1% | +22.6% | +20.8% |
| 6M | +15.9% | +19.2% | -3.3% | +5.9% |
| YTD | +8.5% | -10.5% | +19.0% | +11.8% |
| 1Y | +17.8% | -2.7% | +20.6% | +16.3% |
| 3Y | +88.5% | +52.5% | +36.1% | +40.5% |
| All | +59.6% | +130.9% | -71.2% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling