+136.0%
APO vs AEE
+39.2%
+96.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | +1.1% | -2.0% | -1.3% |
| 30D | -0.4% | 0.0% | -0.4% | -0.4% |
| 3M | -0.9% | -0.9% | 0.0% | -0.9% |
| 6M | +22.1% | -2.4% | +24.5% | +22.4% |
| YTD | -8.4% | +8.6% | -17.0% | -11.9% |
| 1Y | -0.9% | +10.2% | -11.1% | -5.4% |
| 3Y | +56.1% | +47.8% | +8.3% | +33.0% |
| 5Y | +136.0% | +40.1% | +95.9% | +99.8% |
| All | +136.0% | +39.2% | +96.9% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling