+1,459.8%
SPGI vs APO
+1,518.9%
-59.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | +0.3% | +0.8% | -0.5% | -0.1% |
| 30D | +18.4% | +1.0% | +17.3% | +17.8% |
| 3M | +15.7% | -8.4% | +24.1% | +18.5% |
| 6M | +17.3% | -9.1% | +26.4% | +19.8% |
| YTD | -4.7% | -18.3% | +13.6% | 0.0% |
| 1Y | +1.8% | -8.0% | +9.8% | +2.7% |
| 3Y | +31.7% | +47.1% | -15.4% | +9.4% |
| 5Y | +12.1% | +67.2% | -55.1% | -13.6% |
| 10Y | +341.9% | +871.8% | -529.9% | +89.7% |
| All | +1,459.8% | +1,518.9% | -59.1% | +463.0% |
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 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