+1,804.4%
APO vs AEIS
+1,672.9%
+131.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.4% |
| 7D | -1.0% | +3.0% | -4.0% | -2.0% |
| 30D | +3.5% | -14.6% | +18.1% | +8.4% |
| 3M | +4.5% | -12.4% | +17.0% | +6.0% |
| 6M | +22.8% | -15.0% | +37.7% | +23.2% |
| YTD | -6.5% | +34.3% | -40.8% | -21.4% |
| 1Y | +0.8% | +87.4% | -86.5% | -26.1% |
| 3Y | +62.0% | +139.8% | -77.8% | +5.0% |
| 5Y | +138.2% | +220.7% | -82.5% | +38.0% |
| 10Y | +940.3% | +531.6% | +408.7% | +343.4% |
| All | +1,804.4% | +1,672.9% | +131.5% | +446.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling