+908.2%
APO vs EFV
+167.0%
+741.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -4.9% | -2.0% | -2.9% | -2.5% |
| 30D | -8.4% | -0.2% | -8.2% | -8.2% |
| 3M | -2.1% | +9.1% | -11.2% | -12.1% |
| 6M | +19.2% | +11.7% | +7.6% | +3.4% |
| YTD | -10.5% | +17.0% | -27.6% | -27.1% |
| 1Y | -2.7% | +26.7% | -29.4% | -28.3% |
| 3Y | +52.5% | +90.2% | -37.7% | -32.6% |
| 5Y | +132.1% | +96.1% | +36.0% | +0.5% |
| All | +908.2% | +167.0% | +741.2% | +220.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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