+11.2%
SNPS vs APO
-5.6%
+16.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.1% | -8.1% | -2.6% |
| 7D | -3.9% | +8.2% | -12.1% | -6.5% |
| 30D | -5.2% | +6.4% | -11.6% | -7.2% |
| 3M | +14.6% | -7.4% | +22.1% | +17.5% |
| 6M | -6.9% | -4.2% | -2.8% | -6.5% |
| YTD | -1.4% | -14.1% | +12.7% | +0.1% |
| 1Y | +11.2% | -4.4% | +15.6% | +11.7% |
| All | +11.2% | -5.6% | +16.8% | +11.7% |
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