-21.9%
SLB vs APO
+1,518.9%
-1,540.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -7.1% | +0.8% | -7.9% | -7.7% |
| 30D | +4.1% | +1.0% | +3.0% | +3.0% |
| 3M | -2.6% | -8.4% | +5.8% | +0.2% |
| 6M | -8.6% | -9.1% | +0.6% | -6.1% |
| YTD | +32.2% | -18.3% | +50.5% | +40.5% |
| 1Y | +40.7% | -8.0% | +48.6% | +41.8% |
| 3Y | -4.5% | +47.1% | -51.6% | -25.3% |
| 5Y | +66.4% | +67.2% | -0.8% | +17.5% |
| 10Y | -15.1% | +871.8% | -886.9% | -70.9% |
| All | -21.9% | +1,518.9% | -1,540.7% | -80.7% |
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