+2.1%
SLB vs APO
+62.1%
-60.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.8% | -1.0% | +1.8% | +1.2% |
| 30D | +15.8% | +3.5% | +12.4% | +14.4% |
| 3M | -0.3% | +4.5% | -4.9% | -2.2% |
| 6M | +21.3% | +22.8% | -1.4% | +12.5% |
| YTD | +52.3% | -6.5% | +58.8% | +54.3% |
| 1Y | +63.6% | +0.8% | +62.8% | +60.5% |
| All | +2.1% | +62.1% | -60.0% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling