+1,804.4%
APO vs EAT
+1,097.1%
+707.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -1.0% | 0.0% | -1.0% | -1.1% |
| 30D | +3.5% | +1.9% | +1.6% | +2.5% |
| 3M | +4.5% | +68.7% | -64.1% | -9.9% |
| 6M | +22.8% | +66.9% | -44.1% | +4.9% |
| YTD | -6.5% | +60.4% | -66.9% | -19.5% |
| 1Y | +0.8% | +44.0% | -43.2% | -11.5% |
| 3Y | +62.0% | +604.7% | -542.7% | -10.2% |
| 5Y | +138.2% | +347.0% | -208.8% | +42.0% |
| 10Y | +940.3% | +390.8% | +549.5% | +417.3% |
| All | +1,804.4% | +1,097.1% | +707.4% | +575.1% |
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