+363.5%
SE vs APO
+426.5%
-63.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.2% |
| 7D | -0.5% | +5.8% | -6.2% | -3.5% |
| 30D | -20.9% | +8.9% | -29.8% | -24.8% |
| 3M | -38.9% | -13.6% | -25.2% | -34.2% |
| 6M | -19.4% | -5.4% | -14.0% | -18.0% |
| YTD | -40.9% | -13.6% | -27.3% | -38.0% |
| 1Y | -46.2% | -2.5% | -43.7% | -47.5% |
| 3Y | +63.7% | +50.9% | +12.9% | +15.3% |
| 5Y | -77.9% | +81.4% | -159.3% | -86.2% |
| All | +363.5% | +426.5% | -63.1% | +59.2% |
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