+5.0%
SYK vs APO
+130.9%
-125.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.4% |
| 7D | -12.3% | -4.9% | -7.4% | -11.2% |
| 30D | -22.4% | -8.4% | -14.0% | -20.7% |
| 3M | -12.3% | -2.1% | -10.3% | -12.3% |
| 6M | -24.3% | +19.2% | -43.6% | -28.5% |
| YTD | -22.8% | -10.5% | -12.2% | -21.4% |
| 1Y | -28.8% | -2.7% | -26.1% | -29.6% |
| 3Y | -4.0% | +52.5% | -56.5% | -21.6% |
| All | +5.0% | +130.9% | -125.8% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling