+1,804.4%
APO vs ED
+279.4%
+1,525.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | +3.5% | -0.1% | +3.6% | +3.5% |
| 3M | +4.5% | +3.9% | +0.6% | +3.3% |
| 6M | +22.8% | -3.0% | +25.8% | +23.2% |
| YTD | -6.5% | +10.7% | -17.2% | -9.6% |
| 1Y | +0.8% | +13.3% | -12.5% | -3.3% |
| 3Y | +62.0% | +34.5% | +27.5% | +43.7% |
| 5Y | +138.2% | +67.1% | +71.1% | +94.7% |
| 10Y | +940.3% | +103.0% | +837.2% | +710.3% |
| All | +1,804.4% | +279.4% | +1,525.0% | +1,013.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling