+946.8%
APO vs ECL
+153.2%
+793.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.6% |
| 30D | +3.9% | -2.5% | +6.3% | +5.5% |
| 3M | +3.8% | +8.3% | -4.6% | -2.0% |
| 6M | +22.3% | -1.1% | +23.4% | +21.9% |
| YTD | -7.8% | +6.5% | -14.3% | -12.9% |
| 1Y | -0.3% | +2.1% | -2.4% | -3.5% |
| 3Y | +57.1% | +57.6% | -0.5% | +10.5% |
| 5Y | +137.0% | +28.1% | +108.9% | +89.8% |
| 10Y | +946.8% | +153.2% | +793.6% | +411.0% |
| All | +946.8% | +153.2% | +793.7% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ECL.
Daily Out/Under-Performance
Portfolio return minus ECL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ECL 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 ECL 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