-81.4%
SMR vs APO
-7.7%
-73.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.3% | -6.5% | -6.9% |
| 7D | +10.3% | +3.5% | +6.8% | +7.7% |
| 30D | -25.7% | +4.4% | -30.1% | -28.1% |
| 3M | -49.7% | -12.1% | -37.7% | -44.5% |
| 6M | -59.8% | -7.2% | -52.6% | -57.5% |
| YTD | -66.0% | -15.1% | -50.9% | -59.7% |
| 1Y | -81.4% | -7.7% | -73.8% | -79.6% |
| All | -81.4% | -7.7% | -73.7% | -79.6% |
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