+607.3%
SCHW vs APO
+1,716.2%
-1,108.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -1.6% | -1.0% | -0.6% | -1.1% |
| 30D | -1.1% | -0.4% | -0.7% | -1.2% |
| 3M | +20.4% | -0.9% | +21.2% | +20.0% |
| 6M | +13.6% | +22.1% | -8.5% | +2.6% |
| YTD | +7.7% | -8.4% | +16.1% | +9.8% |
| 1Y | +15.2% | -0.9% | +16.1% | +12.7% |
| 3Y | +87.1% | +56.1% | +31.0% | +42.1% |
| 5Y | +57.5% | +136.0% | -78.5% | -3.5% |
| 10Y | +295.1% | +949.3% | -654.2% | +18.7% |
| All | +607.3% | +1,716.2% | -1,108.9% | +59.9% |
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