-21.2%
SLB vs APO
+1,594.4%
-1,615.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.7% | -1.0% |
| 7D | -3.7% | +2.3% | -6.0% | -4.9% |
| 30D | +2.9% | +3.0% | -0.1% | +1.0% |
| 3M | +0.2% | -3.7% | +3.9% | +1.0% |
| 6M | -4.4% | -7.5% | +3.0% | -2.6% |
| YTD | +33.4% | -14.5% | +47.9% | +39.0% |
| 1Y | +40.8% | -6.2% | +46.9% | +40.7% |
| 3Y | +3.2% | +51.9% | -48.7% | -20.3% |
| 5Y | +64.8% | +76.5% | -11.7% | +13.7% |
| 10Y | -16.6% | +895.2% | -911.8% | -71.7% |
| All | -21.2% | +1,594.4% | -1,615.6% | -80.9% |
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