+17.5%
SPY vs APO
-3.6%
+21.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.3% |
| 7D | -2.0% | -4.9% | +2.9% | -1.3% |
| 30D | -1.7% | -8.4% | +6.8% | -0.5% |
| 3M | +4.7% | -2.1% | +6.8% | +4.8% |
| 6M | +12.5% | +19.2% | -6.7% | +9.4% |
| YTD | +11.7% | -10.5% | +22.3% | +13.0% |
| 1Y | +17.5% | -2.7% | +20.2% | +16.6% |
| All | +17.5% | -3.6% | +21.1% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling