+129.2%
APO vs EFX
-36.2%
+165.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.6% |
| 7D | -3.5% | -4.5% | +1.0% | -1.6% |
| 30D | -6.6% | -6.1% | -0.5% | -4.3% |
| 3M | -3.3% | +6.2% | -9.5% | -7.2% |
| 6M | +22.6% | -11.2% | +33.8% | +26.9% |
| YTD | -9.8% | -21.4% | +11.6% | -2.0% |
| 1Y | -3.9% | -34.3% | +30.4% | +13.6% |
| 3Y | +52.5% | -12.5% | +65.0% | +47.4% |
| All | +129.2% | -36.2% | +165.3% | +160.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling