+28.3%
SLV vs APO
+1,518.9%
-1,490.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +5.1% | +0.8% | +4.3% | +5.0% |
| 30D | -12.9% | +1.0% | -14.0% | -13.1% |
| 3M | -16.1% | -8.4% | -7.7% | -15.3% |
| 6M | -33.2% | -9.1% | -24.1% | -32.6% |
| YTD | -27.2% | -18.3% | -8.9% | -25.8% |
| 1Y | +7.6% | -8.0% | +15.6% | +8.2% |
| 3Y | +122.3% | +47.1% | +75.3% | +108.5% |
| 5Y | +109.7% | +67.2% | +42.5% | +90.5% |
| 10Y | +168.4% | +871.8% | -703.4% | +90.2% |
| All | +28.3% | +1,518.9% | -1,490.6% | -20.5% |
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 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