-10.0%
SLB vs APO
+1,753.5%
-1,763.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | +15.8% | +3.5% | +12.4% | +13.9% |
| 3M | -0.3% | +4.5% | -4.9% | -2.8% |
| 6M | +21.3% | +22.8% | -1.4% | +9.8% |
| YTD | +52.3% | -6.5% | +58.8% | +53.8% |
| 1Y | +63.6% | +0.8% | +62.8% | +58.7% |
| 3Y | +3.8% | +62.0% | -58.2% | -21.9% |
| 5Y | +128.6% | +138.2% | -9.6% | +38.1% |
| 10Y | -3.1% | +940.3% | -943.3% | -67.7% |
| All | -10.0% | +1,753.5% | -1,763.5% | -78.9% |
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