+10.3%
SLV vs APO
-5.6%
+16.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +8.1% | -2.9% | +3.6% |
| 7D | -3.9% | +8.2% | -12.1% | -5.3% |
| 30D | -14.5% | +6.4% | -20.9% | -15.4% |
| 3M | -12.4% | -7.4% | -5.0% | -11.7% |
| 6M | -28.5% | -4.2% | -24.3% | -28.2% |
| YTD | -26.8% | -14.1% | -12.7% | -20.3% |
| 1Y | +10.3% | -4.4% | +14.7% | +17.5% |
| All | +10.3% | -5.6% | +16.0% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling