+6.6%
SO vs APO
-7.6%
+14.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | +0.1% |
| 7D | -0.1% | +8.1% | -8.2% | +0.4% |
| 30D | +8.7% | +3.4% | +5.2% | +8.9% |
| 3M | +3.4% | -6.6% | +10.0% | +2.7% |
| 6M | +3.7% | -7.1% | +10.8% | +3.0% |
| YTD | +10.0% | -14.1% | +24.2% | +10.5% |
| 1Y | +6.6% | -4.7% | +11.3% | +7.3% |
| All | +6.6% | -7.6% | +14.2% | +7.3% |
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