+196.4%
SO vs APO
+837.1%
-640.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | +1.4% | +5.8% | -4.4% | +0.6% |
| 30D | +4.7% | +8.9% | -4.2% | +3.4% |
| 3M | +1.7% | -13.6% | +15.3% | +3.5% |
| 6M | +2.2% | -5.4% | +7.5% | +2.4% |
| YTD | +10.0% | -13.6% | +23.6% | +11.2% |
| 1Y | +6.0% | -2.5% | +8.5% | +5.2% |
| 3Y | +54.1% | +50.9% | +3.3% | +36.6% |
| 5Y | +79.6% | +81.4% | -1.7% | +49.4% |
| All | +196.4% | +837.1% | -640.7% | +99.2% |
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