+82.6%
SMR vs APO
+54.4%
+28.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.7% |
| 7D | +13.1% | -1.0% | +14.1% | +13.9% |
| 30D | +17.8% | -0.4% | +18.1% | +17.9% |
| 3M | +8.1% | -0.9% | +9.0% | +7.7% |
| 6M | -11.1% | +22.1% | -33.2% | -27.2% |
| YTD | -23.7% | -8.4% | -15.3% | -18.5% |
| 1Y | -69.4% | -0.9% | -68.5% | -69.7% |
| All | +82.6% | +54.4% | +28.2% | +73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling