+369.2%
SO vs APO
+1,518.9%
-1,149.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -1.0% |
| 7D | -1.5% | +0.8% | -2.2% | -1.6% |
| 30D | +8.1% | +1.0% | +7.0% | +7.8% |
| 3M | +0.2% | -8.4% | +8.6% | +1.0% |
| 6M | +0.4% | -9.1% | +9.5% | +1.0% |
| YTD | +8.5% | -18.3% | +26.8% | +10.2% |
| 1Y | +4.9% | -8.0% | +12.9% | +4.9% |
| 3Y | +47.9% | +47.1% | +0.9% | +35.3% |
| 5Y | +75.7% | +67.2% | +8.5% | +54.5% |
| 10Y | +178.0% | +871.8% | -693.8% | +99.1% |
| All | +369.2% | +1,518.9% | -1,149.6% | +221.2% |
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 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