-22.3%
SYK vs APO
+1.9%
-24.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -8.3% | -1.0% | -7.3% | -8.3% |
| 30D | -10.1% | +3.5% | -13.5% | -10.2% |
| 3M | +0.9% | +4.5% | -3.6% | +0.9% |
| 6M | -20.2% | +22.8% | -43.0% | -21.5% |
| YTD | -13.3% | -6.5% | -6.8% | -12.2% |
| 1Y | -22.3% | +0.8% | -23.2% | -23.0% |
| All | -22.3% | +1.9% | -24.2% | -23.0% |
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