+136.0%
APO vs AEIS
+238.7%
-102.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -1.0% | +6.5% | -7.5% | -3.3% |
| 30D | -0.4% | -9.2% | +8.8% | +2.4% |
| 3M | -0.9% | -8.3% | +7.5% | -1.3% |
| 6M | +22.1% | -6.3% | +28.5% | +17.0% |
| YTD | -8.4% | +36.5% | -44.9% | -28.1% |
| 1Y | -0.9% | +84.8% | -85.7% | -34.8% |
| 3Y | +56.1% | +176.6% | -120.5% | -21.7% |
| 5Y | +136.0% | +237.1% | -101.1% | -1.3% |
| All | +136.0% | +238.7% | -102.7% | -1.3% |
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