+136.0%
APO vs EAT
+310.8%
-174.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.2% |
| 7D | -1.0% | -6.8% | +5.8% | +0.9% |
| 30D | -0.4% | -5.4% | +5.0% | +0.6% |
| 3M | -0.9% | +42.8% | -43.6% | -11.4% |
| 6M | +22.1% | +56.5% | -34.4% | +4.9% |
| YTD | -8.4% | +50.0% | -58.4% | -20.6% |
| 1Y | -0.9% | +38.3% | -39.2% | -12.8% |
| 3Y | +56.1% | +591.6% | -535.5% | -19.7% |
| 5Y | +136.0% | +312.6% | -176.6% | +28.9% |
| All | +136.0% | +310.8% | -174.8% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling