+556.6%
SNPS vs APO
+948.0%
-391.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -5.8% | +3.9% | -9.6% | -7.5% |
| 3M | -17.2% | +3.8% | -21.0% | -18.9% |
| 6M | -10.4% | +22.3% | -32.7% | -18.2% |
| YTD | -16.5% | -7.8% | -8.7% | -14.9% |
| 1Y | -35.6% | -0.3% | -35.3% | -36.6% |
| 3Y | -14.6% | +57.1% | -71.7% | -30.9% |
| 5Y | +16.5% | +137.0% | -120.5% | -21.2% |
| 10Y | +556.6% | +946.8% | -390.3% | +195.0% |
| All | +556.6% | +948.0% | -391.4% | +195.0% |
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