+311.2%
SPY vs APO
+936.6%
-625.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.1% |
| 7D | -2.0% | -4.9% | +2.9% | -0.4% |
| 30D | -1.7% | -8.4% | +6.8% | +1.0% |
| 3M | +4.7% | -2.1% | +6.8% | +4.9% |
| 6M | +12.5% | +19.2% | -6.7% | +5.2% |
| YTD | +11.7% | -10.5% | +22.3% | +14.0% |
| 1Y | +17.5% | -2.7% | +20.2% | +15.9% |
| 3Y | +76.6% | +52.5% | +24.1% | +45.7% |
| 5Y | +82.0% | +132.1% | -50.0% | +26.3% |
| All | +311.2% | +936.6% | -625.3% | +87.4% |
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