+311.1%
SPOT vs APO
+448.3%
-137.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +1.7% |
| 7D | +1.6% | +5.8% | -4.2% | -0.5% |
| 30D | +16.9% | +8.9% | +8.0% | +13.1% |
| 3M | +23.0% | -13.6% | +36.6% | +29.3% |
| 6M | +42.2% | -5.4% | +47.6% | +43.1% |
| YTD | +5.5% | -13.6% | +19.1% | +8.5% |
| 1Y | -5.1% | -2.5% | -2.6% | -7.1% |
| 3Y | +257.9% | +50.9% | +207.1% | +181.4% |
| 5Y | +118.4% | +81.4% | +37.0% | +54.3% |
| All | +311.1% | +448.3% | -137.2% | +95.1% |
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