+853.3%
APO vs EFX
+80.5%
+772.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.4% |
| 7D | +5.8% | -0.8% | +6.5% | +6.1% |
| 30D | +8.9% | +25.1% | -16.2% | -2.3% |
| 3M | -13.6% | +1.7% | -15.3% | -15.1% |
| 6M | -5.4% | +18.4% | -23.7% | -14.8% |
| YTD | -13.6% | -12.5% | -1.1% | -11.2% |
| 1Y | -2.5% | -8.1% | +5.6% | -2.2% |
| 3Y | +50.9% | +4.8% | +46.1% | +34.6% |
| 5Y | +81.4% | -30.1% | +111.5% | +95.1% |
| All | +853.3% | +80.5% | +772.8% | +506.9% |
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