+660.9%
SNPS vs APO
+837.1%
-176.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.4% | -2.3% |
| 7D | +1.1% | +5.8% | -4.7% | -1.2% |
| 30D | -5.2% | +8.9% | -14.0% | -8.7% |
| 3M | +10.6% | -13.6% | +24.2% | +16.6% |
| 6M | -10.6% | -5.4% | -5.2% | -9.7% |
| YTD | -3.1% | -13.6% | +10.5% | +0.9% |
| 1Y | +15.6% | -2.5% | +18.0% | +14.4% |
| 3Y | -12.9% | +50.9% | -63.8% | -28.7% |
| 5Y | +31.2% | +81.4% | -50.2% | -2.9% |
| All | +660.9% | +837.1% | -176.1% | +266.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling