+949.3%
APO vs EL
+28.8%
+920.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | +0.5% |
| 7D | -1.0% | -2.4% | +1.4% | -0.1% |
| 30D | -0.4% | +13.7% | -14.0% | -6.1% |
| 3M | -0.9% | +14.5% | -15.4% | -7.2% |
| 6M | +22.1% | +7.4% | +14.7% | +15.8% |
| YTD | -8.4% | -4.7% | -3.7% | -9.8% |
| 1Y | -0.9% | +12.9% | -13.9% | -10.2% |
| 3Y | +56.1% | -32.2% | +88.4% | +61.5% |
| 5Y | +136.0% | -68.4% | +204.4% | +280.8% |
| 10Y | +949.3% | +28.3% | +921.1% | +742.3% |
| All | +949.3% | +28.8% | +920.5% | +742.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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