+63.3%
SLV vs APO
+0.2%
+63.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.3% |
| 7D | +2.8% | -1.0% | +3.8% | +2.9% |
| 30D | +2.2% | -0.4% | +2.6% | +2.1% |
| 3M | +2.9% | -0.9% | +3.8% | +2.7% |
| 6M | -22.4% | +22.1% | -44.6% | -23.0% |
| YTD | -5.7% | -8.4% | +2.6% | -2.4% |
| 1Y | +63.3% | -0.9% | +64.3% | +72.0% |
| All | +63.3% | +0.2% | +63.1% | +72.0% |
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