+1,659.1%
APO vs AEM
+252.4%
+1,406.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | -6.8% | +12.6% | +6.1% |
| 30D | +8.9% | +0.8% | +8.1% | +8.8% |
| 3M | -13.6% | -0.8% | -12.8% | -13.7% |
| 6M | -5.4% | -8.5% | +3.1% | -5.2% |
| YTD | -13.6% | +5.9% | -19.6% | -14.4% |
| 1Y | -2.5% | +6.6% | -9.1% | -3.4% |
| 3Y | +50.9% | +302.2% | -251.3% | +39.1% |
| 5Y | +81.4% | +250.8% | -169.4% | +67.2% |
| 10Y | +843.9% | +406.1% | +437.9% | +748.4% |
| All | +1,659.1% | +252.4% | +1,406.7% | +1,497.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling