+1,628.9%
APO vs AEIS
+1,344.0%
+284.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.9% |
| 7D | +3.5% | +23.2% | -19.7% | -3.5% |
| 30D | +4.4% | -17.0% | +21.4% | +8.7% |
| 3M | -12.1% | -32.2% | +20.1% | -3.2% |
| 6M | -7.2% | -32.6% | +25.3% | -0.5% |
| YTD | -15.1% | +9.4% | -24.5% | -25.7% |
| 1Y | -7.7% | +7.7% | -15.3% | -18.9% |
| 3Y | +49.6% | +157.9% | -108.4% | -8.0% |
| 5Y | +78.3% | +154.8% | -76.5% | +8.6% |
| 10Y | +827.7% | +355.2% | +472.5% | +325.0% |
| All | +1,628.9% | +1,344.0% | +284.9% | +416.8% |
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