+597.0%
SE vs APO
+462.1%
+134.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -0.1% | +3.9% | -4.0% | -2.1% |
| 3M | +34.1% | +3.8% | +30.4% | +30.5% |
| 6M | +23.2% | +22.3% | +0.9% | +8.7% |
| YTD | -11.2% | -7.8% | -3.4% | -9.5% |
| 1Y | -40.5% | -0.3% | -40.2% | -42.9% |
| 3Y | +196.3% | +57.1% | +139.2% | +104.6% |
| 5Y | -67.0% | +137.0% | -204.0% | -81.9% |
| All | +597.0% | +462.1% | +134.9% | +132.1% |
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