+334.3%
SPGI vs APO
+903.0%
-568.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -0.9% |
| 7D | -0.9% | +2.3% | -3.2% | -1.7% |
| 30D | +15.5% | +3.0% | +12.5% | +14.1% |
| 3M | +15.7% | -3.7% | +19.4% | +16.6% |
| 6M | +19.1% | -7.5% | +26.5% | +21.1% |
| YTD | -4.1% | -14.5% | +10.5% | -0.5% |
| 1Y | +1.2% | -6.2% | +7.4% | +1.4% |
| 3Y | +31.6% | +51.9% | -20.3% | +5.7% |
| 5Y | +12.4% | +76.5% | -64.0% | -17.7% |
| 10Y | +334.3% | +895.2% | -561.0% | +72.0% |
| All | +334.3% | +903.0% | -568.7% | +72.0% |
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