+57.1%
APO vs EAT
+612.9%
-555.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.7% |
| 7D | +0.1% | -4.9% | +5.0% | +1.2% |
| 30D | +3.9% | -1.2% | +5.1% | +3.7% |
| 3M | +3.8% | +52.2% | -48.5% | -6.9% |
| 6M | +22.3% | +65.0% | -42.8% | +6.4% |
| YTD | -7.8% | +55.0% | -62.8% | -18.7% |
| 1Y | -0.3% | +42.1% | -42.4% | -10.4% |
| 3Y | +57.1% | +614.7% | -557.6% | +7.9% |
| All | +57.1% | +612.9% | -555.8% | +7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling