+1,529.7%
SNPS vs APO
+1,518.9%
+10.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.5% |
| 7D | -3.7% | +0.8% | -4.5% | -4.1% |
| 30D | -10.4% | +1.0% | -11.4% | -10.9% |
| 3M | +11.0% | -8.4% | +19.4% | +13.7% |
| 6M | -10.7% | -9.1% | -1.6% | -8.6% |
| YTD | -4.1% | -18.3% | +14.2% | +1.4% |
| 1Y | +13.7% | -8.0% | +21.7% | +15.2% |
| 3Y | -8.1% | +47.1% | -55.1% | -21.3% |
| 5Y | +32.2% | +67.2% | -35.0% | +5.9% |
| 10Y | +681.4% | +871.8% | -190.5% | +277.2% |
| All | +1,529.7% | +1,518.9% | +10.9% | +576.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling