+80.8%
APO vs AEIS
+150.6%
-69.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -1.3% |
| 7D | +0.2% | +9.5% | -9.3% | -3.1% |
| 30D | +3.1% | -17.5% | +20.6% | +8.1% |
| 3M | -12.0% | -29.3% | +17.3% | -3.8% |
| 6M | -5.0% | -34.7% | +29.8% | +3.8% |
| YTD | -14.0% | +10.7% | -24.7% | -29.3% |
| 1Y | -5.9% | +7.4% | -13.3% | -21.8% |
| 3Y | +51.6% | +161.1% | -109.6% | -26.8% |
| 5Y | +80.8% | +150.7% | -69.9% | -19.4% |
| All | +80.8% | +150.6% | -69.8% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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