+838.3%
APO vs EAT
+321.8%
+516.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.6% | +1.5% |
| 7D | +8.1% | -5.9% | +14.0% | +9.8% |
| 30D | +3.4% | +0.7% | +2.8% | +2.9% |
| 3M | -6.6% | -14.2% | +7.6% | -4.0% |
| 6M | -7.1% | +40.7% | -47.8% | -16.6% |
| YTD | -14.1% | +36.0% | -50.1% | -23.1% |
| 1Y | -4.7% | +83.1% | -87.7% | -21.6% |
| 3Y | +51.3% | +474.8% | -423.5% | -10.4% |
| 5Y | +82.7% | +347.6% | -264.9% | +10.3% |
| All | +838.3% | +321.8% | +516.5% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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