+175.9%
SLV vs APO
+903.0%
-727.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +2.2% |
| 7D | +5.6% | +2.3% | +3.3% | +5.3% |
| 30D | -12.1% | +3.0% | -15.1% | -12.5% |
| 3M | -16.3% | -3.7% | -12.6% | -16.0% |
| 6M | -34.1% | -7.5% | -26.6% | -33.6% |
| YTD | -25.3% | -14.5% | -10.7% | -24.3% |
| 1Y | +9.6% | -6.2% | +15.8% | +10.0% |
| 3Y | +132.7% | +51.9% | +80.8% | +119.0% |
| 5Y | +113.7% | +76.5% | +37.2% | +94.7% |
| 10Y | +175.9% | +895.2% | -719.4% | +122.1% |
| All | +175.9% | +903.0% | -727.1% | +122.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling