+1,324.9%
SNPS vs APO
+1,753.5%
-428.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | -11.0% | -1.0% | -10.0% | -10.7% |
| 30D | -1.7% | +3.5% | -5.2% | -3.2% |
| 3M | -20.4% | +4.5% | -24.9% | -22.0% |
| 6M | -8.6% | +22.8% | -31.4% | -15.7% |
| YTD | -16.2% | -6.5% | -9.7% | -15.1% |
| 1Y | -34.6% | +0.8% | -35.4% | -35.6% |
| 3Y | -14.5% | +62.0% | -76.4% | -29.2% |
| 5Y | +17.0% | +138.2% | -121.3% | -15.8% |
| 10Y | +560.0% | +940.3% | -380.2% | +209.7% |
| All | +1,324.9% | +1,753.5% | -428.6% | +466.4% |
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