+1,804.4%
APO vs AEM
+304.3%
+1,500.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.6% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | +3.5% | +24.0% | -20.6% | +2.4% |
| 3M | +4.5% | +16.1% | -11.6% | +3.7% |
| 6M | +22.8% | -11.6% | +34.4% | +23.1% |
| YTD | -6.5% | +21.5% | -28.0% | -7.9% |
| 1Y | +0.8% | +39.2% | -38.3% | -1.5% |
| 3Y | +62.0% | +347.4% | -285.5% | +48.7% |
| 5Y | +138.2% | +290.1% | -151.9% | +118.5% |
| 10Y | +940.3% | +357.8% | +582.5% | +838.0% |
| All | +1,804.4% | +304.3% | +1,500.1% | +1,620.1% |
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