+295.5%
SPGI vs APO
+948.0%
-652.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.7% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | +5.4% | +3.9% | +1.5% | +3.9% |
| 3M | +9.0% | +3.8% | +5.3% | +7.1% |
| 6M | +0.8% | +22.3% | -21.5% | -6.9% |
| YTD | -12.6% | -7.8% | -4.8% | -11.4% |
| 1Y | -16.1% | -0.3% | -15.8% | -17.8% |
| 3Y | +19.0% | +57.1% | -38.1% | -5.3% |
| 5Y | +5.1% | +137.0% | -131.9% | -31.0% |
| 10Y | +295.5% | +946.8% | -651.4% | +49.9% |
| All | +295.5% | +948.0% | -652.5% | +49.9% |
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