+111.1%
SPOT vs APO
+133.6%
-22.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.8% |
| 7D | -6.5% | -1.0% | -5.5% | -6.1% |
| 30D | +2.2% | -0.4% | +2.6% | +2.1% |
| 3M | +5.4% | -0.9% | +6.3% | +4.7% |
| 6M | -4.0% | +22.1% | -26.2% | -14.8% |
| YTD | -9.9% | -8.4% | -1.6% | -8.7% |
| 1Y | -27.3% | -0.9% | -26.3% | -30.1% |
| 3Y | +236.4% | +56.1% | +180.3% | +124.0% |
| All | +111.1% | +133.6% | -22.5% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling