-4.1%
SLB vs APO
+962.8%
-966.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | +15.8% | +3.5% | +12.4% | +13.8% |
| 3M | -0.3% | +4.5% | -4.9% | -3.0% |
| 6M | +21.3% | +22.8% | -1.4% | +8.9% |
| YTD | +52.3% | -6.5% | +58.8% | +53.9% |
| 1Y | +63.6% | +0.8% | +62.8% | +58.3% |
| 3Y | +3.8% | +62.0% | -58.2% | -24.5% |
| 5Y | +128.6% | +138.2% | -9.6% | +28.8% |
| All | -4.1% | +962.8% | -966.8% | -67.9% |
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 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