+375.5%
SO vs APO
+1,594.4%
-1,219.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.3% | +0.8% |
| 7D | -1.1% | +2.3% | -3.4% | -1.4% |
| 30D | +8.6% | +3.0% | +5.6% | +8.1% |
| 3M | +1.8% | -3.7% | +5.5% | +2.0% |
| 6M | +3.6% | -7.5% | +11.1% | +4.1% |
| YTD | +9.9% | -14.5% | +24.5% | +11.1% |
| 1Y | +5.7% | -6.2% | +11.9% | +5.5% |
| 3Y | +52.5% | +51.9% | +0.6% | +39.1% |
| 5Y | +77.3% | +76.5% | +0.9% | +55.0% |
| 10Y | +186.8% | +895.2% | -708.4% | +104.7% |
| All | +375.5% | +1,594.4% | -1,219.0% | +223.8% |
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