+355.0%
SE vs APO
+424.3%
-69.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.8% | -3.8% |
| 7D | -7.7% | +0.2% | -7.9% | -7.8% |
| 30D | -22.8% | +3.1% | -26.0% | -24.4% |
| 3M | -43.7% | -12.0% | -31.8% | -40.1% |
| 6M | -12.8% | -5.0% | -7.9% | -11.5% |
| YTD | -42.0% | -14.0% | -28.0% | -38.9% |
| 1Y | -48.0% | -5.9% | -42.1% | -48.2% |
| 3Y | +62.7% | +51.6% | +11.1% | +14.3% |
| 5Y | -77.8% | +80.8% | -158.6% | -86.1% |
| All | +355.0% | +424.3% | -69.3% | +56.6% |
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