+956.0%
APO vs ED
+106.7%
+849.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.6% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +3.9% | +1.1% | +2.8% | +3.6% |
| 3M | +3.8% | +4.6% | -0.9% | +2.3% |
| 6M | +22.3% | -2.0% | +24.3% | +22.4% |
| YTD | -7.8% | +11.7% | -19.5% | -11.2% |
| 1Y | -0.3% | +15.7% | -16.1% | -5.2% |
| 3Y | +57.1% | +34.4% | +22.8% | +38.1% |
| 5Y | +137.0% | +67.3% | +69.7% | +89.1% |
| All | +956.0% | +106.7% | +849.2% | +751.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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