+170.8%
AEP vs APO
+936.6%
-765.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.7% |
| 7D | -1.0% | -4.9% | +3.9% | -0.5% |
| 30D | -0.1% | -8.4% | +8.3% | +0.7% |
| 3M | -3.2% | -2.1% | -1.2% | -3.2% |
| 6M | -5.3% | +19.2% | -24.5% | -7.2% |
| YTD | +9.5% | -10.5% | +20.1% | +10.2% |
| 1Y | +17.5% | -2.7% | +20.2% | +16.9% |
| 3Y | +77.0% | +52.5% | +24.5% | +62.2% |
| 5Y | +66.4% | +132.1% | -65.7% | +40.4% |
| All | +170.8% | +936.6% | -765.8% | +105.8% |
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