+372.3%
SE vs APO
+423.4%
-51.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.7% |
| 7D | 0.0% | +8.1% | -8.1% | -4.1% |
| 30D | -19.4% | +3.4% | -22.8% | -21.1% |
| 3M | -33.1% | -6.6% | -26.5% | -30.9% |
| 6M | -11.4% | -7.1% | -4.4% | -9.0% |
| YTD | -39.8% | -14.1% | -25.7% | -36.6% |
| 1Y | -50.5% | -4.7% | -45.8% | -51.1% |
| 3Y | +68.9% | +51.3% | +17.6% | +18.7% |
| 5Y | -77.1% | +82.7% | -159.8% | -85.7% |
| All | +372.3% | +423.4% | -51.1% | +62.8% |
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 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