+250.1%
SPOT vs APO
+468.0%
-217.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.6% |
| 7D | -6.9% | -4.9% | -2.0% | -5.1% |
| 30D | +4.1% | -8.4% | +12.6% | +7.5% |
| 3M | +3.7% | -2.1% | +5.8% | +3.6% |
| 6M | -1.6% | +19.2% | -20.9% | -9.6% |
| YTD | -10.2% | -10.5% | +0.4% | -8.5% |
| 1Y | -25.9% | -2.7% | -23.2% | -27.6% |
| 3Y | +235.6% | +52.5% | +183.1% | +163.4% |
| 5Y | +110.6% | +132.1% | -21.5% | +38.4% |
| All | +250.1% | +468.0% | -217.9% | +64.5% |
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