+908.2%
APO vs AEM
+369.2%
+539.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -2.2% |
| 7D | -4.9% | -5.0% | +0.2% | -4.7% |
| 30D | -8.4% | +8.5% | -16.9% | -8.8% |
| 3M | -2.1% | +29.3% | -31.3% | -3.3% |
| 6M | +19.2% | -12.9% | +32.2% | +19.6% |
| YTD | -10.5% | +16.8% | -27.3% | -11.8% |
| 1Y | -2.7% | +29.8% | -32.5% | -4.7% |
| 3Y | +52.5% | +336.7% | -284.3% | +39.6% |
| 5Y | +132.1% | +299.9% | -167.9% | +111.6% |
| All | +908.2% | +369.2% | +539.0% | +814.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 10y: compounded portfolio wealth divided by compounded AEM 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…
10y analysis · Full analysis span regression · 6 months rolling