+1,628.9%
APO vs EAT
+927.5%
+701.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -0.9% |
| 7D | +3.5% | -7.1% | +10.6% | +5.4% |
| 30D | +4.4% | -2.3% | +6.7% | +4.7% |
| 3M | -12.1% | -19.6% | +7.6% | -7.8% |
| 6M | -7.2% | +46.0% | -53.3% | -17.7% |
| YTD | -15.1% | +37.7% | -52.8% | -24.5% |
| 1Y | -7.7% | +73.8% | -81.4% | -23.3% |
| 3Y | +49.6% | +482.1% | -432.5% | -13.0% |
| 5Y | +78.3% | +362.5% | -284.2% | +5.3% |
| 10Y | +827.7% | +319.3% | +508.4% | +378.3% |
| All | +1,628.9% | +927.5% | +701.4% | +533.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling