+908.2%
APO vs EFX
+41.8%
+866.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.9% | -11.1% | +6.2% | +0.2% |
| 30D | -8.4% | -7.4% | -1.0% | -5.4% |
| 3M | -2.1% | +1.5% | -3.5% | -4.3% |
| 6M | +19.2% | -13.7% | +32.9% | +25.1% |
| YTD | -10.5% | -21.9% | +11.3% | -2.6% |
| 1Y | -2.7% | -30.8% | +28.1% | +12.0% |
| 3Y | +52.5% | -12.4% | +64.8% | +49.0% |
| 5Y | +132.1% | -35.9% | +168.0% | +160.2% |
| All | +908.2% | +41.8% | +866.5% | +635.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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