+79.8%
AEP vs APO
+58.7%
+21.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.7% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +0.5% | +3.9% | -3.4% | +0.7% |
| 3M | -0.3% | +3.8% | -4.1% | -0.1% |
| 6M | -3.5% | +22.3% | -25.8% | -2.7% |
| YTD | +11.3% | -7.8% | +19.1% | +11.4% |
| 1Y | +20.2% | -0.3% | +20.6% | +20.6% |
| 3Y | +79.8% | +57.1% | +22.6% | +72.1% |
| All | +79.8% | +58.7% | +21.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling