+845.7%
APO vs ENB
+99.3%
+746.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | 0.0% |
| 7D | +8.1% | -2.4% | +10.5% | +9.8% |
| 30D | +3.4% | +2.5% | +1.0% | +1.8% |
| 3M | -6.6% | -5.8% | -0.9% | -3.2% |
| 6M | -7.1% | -8.5% | +1.4% | -2.6% |
| YTD | -14.1% | +3.9% | -18.0% | -18.3% |
| 1Y | -4.7% | +3.7% | -8.4% | -9.3% |
| 3Y | +51.3% | +70.1% | -18.8% | -0.1% |
| 5Y | +82.7% | +53.2% | +29.5% | +30.1% |
| 10Y | +845.7% | +100.2% | +745.5% | +420.5% |
| All | +845.7% | +99.3% | +746.4% | +420.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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