+908.2%
APO vs AEE
+191.3%
+717.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.8% |
| 7D | -4.9% | -0.7% | -4.2% | -4.6% |
| 30D | -8.4% | -2.0% | -6.5% | -7.7% |
| 3M | -2.1% | -2.8% | +0.8% | -1.2% |
| 6M | +19.2% | -3.6% | +22.8% | +20.3% |
| YTD | -10.5% | +7.3% | -17.8% | -14.3% |
| 1Y | -2.7% | +8.7% | -11.4% | -7.5% |
| 3Y | +52.5% | +46.0% | +6.5% | +24.2% |
| 5Y | +132.1% | +39.8% | +92.3% | +91.5% |
| All | +908.2% | +191.3% | +717.0% | +644.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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