+15.6%
SNPS vs APO
-6.0%
+21.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.4% | -2.2% |
| 7D | +1.1% | +5.8% | -4.7% | -0.9% |
| 30D | -5.2% | +8.9% | -14.0% | -8.0% |
| 3M | +10.6% | -13.6% | +24.2% | +16.7% |
| 6M | -10.6% | -5.4% | -5.2% | -9.5% |
| YTD | -3.1% | -13.6% | +10.5% | -1.6% |
| 1Y | +15.6% | -2.5% | +18.0% | +14.6% |
| All | +15.6% | -6.0% | +21.5% | +14.6% |
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