+311.1%
SPY vs APO
+847.3%
-536.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -2.4% | +3.1% | -5.5% | -3.5% |
| 3M | -1.2% | -12.0% | +10.8% | +2.5% |
| 6M | +3.3% | -5.0% | +8.3% | +4.0% |
| YTD | +12.3% | -14.0% | +26.3% | +15.6% |
| 1Y | +12.4% | -5.9% | +18.4% | +12.3% |
| 3Y | +78.8% | +51.6% | +27.2% | +47.5% |
| 5Y | +75.2% | +80.8% | -5.6% | +31.5% |
| 10Y | +311.1% | +839.9% | -528.8% | +91.7% |
| All | +311.1% | +847.3% | -536.2% | +91.7% |
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 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