+365.7%
SE vs APO
+397.9%
-32.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.4% |
| 7D | +2.0% | +0.8% | +1.2% | +1.4% |
| 30D | -20.0% | +1.0% | -21.0% | -20.7% |
| 3M | -31.8% | -8.4% | -23.4% | -28.8% |
| 6M | -15.9% | -9.1% | -6.8% | -12.6% |
| YTD | -40.6% | -18.3% | -22.3% | -35.7% |
| 1Y | -50.7% | -8.0% | -42.7% | -50.4% |
| 3Y | +70.3% | +47.1% | +23.2% | +21.4% |
| 5Y | -78.8% | +67.2% | -146.0% | -86.2% |
| All | +365.7% | +397.9% | -32.1% | +64.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling