+1.2%
SO vs APO
+1.0%
+0.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +0.9% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | -3.2% | +3.9% | -7.1% | -2.8% |
| 3M | -1.7% | +3.8% | -5.5% | -1.2% |
| 6M | -7.2% | +22.3% | -29.5% | -5.0% |
| YTD | +4.6% | -7.8% | +12.4% | +5.7% |
| 1Y | +1.2% | -0.3% | +1.5% | +2.6% |
| All | +1.2% | +1.0% | +0.2% | +2.6% |
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