+949.3%
APO vs EIX
+19.9%
+929.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.5% |
| 7D | -1.0% | +4.1% | -5.1% | -2.4% |
| 30D | -0.4% | -15.3% | +14.9% | +3.2% |
| 3M | -0.9% | -18.4% | +17.6% | +3.5% |
| 6M | +22.1% | -16.8% | +39.0% | +26.0% |
| YTD | -8.4% | -0.6% | -7.8% | -12.6% |
| 1Y | -0.9% | +10.7% | -11.6% | -9.7% |
| 3Y | +56.1% | -4.5% | +60.6% | +47.5% |
| 5Y | +136.0% | +24.0% | +112.0% | +97.2% |
| 10Y | +949.3% | +22.9% | +926.4% | +741.0% |
| All | +949.3% | +19.9% | +929.4% | +741.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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