-48.0%
SE vs APO
-7.7%
-40.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | -1.5% | +3.5% | -4.9% | -2.4% |
| 30D | -22.3% | +4.4% | -26.7% | -23.2% |
| 3M | -41.8% | -12.1% | -29.7% | -40.2% |
| 6M | -22.4% | -7.2% | -15.1% | -21.4% |
| YTD | -41.6% | -15.1% | -26.5% | -40.4% |
| 1Y | -48.0% | -7.7% | -40.4% | -46.6% |
| All | -48.0% | -7.7% | -40.3% | -46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling