+916.7%
APO vs ENTG
+797.5%
+119.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | 0.0% |
| 7D | -3.5% | +1.2% | -4.7% | -4.0% |
| 30D | -6.6% | -12.9% | +6.3% | -2.2% |
| 3M | -3.3% | -3.1% | -0.2% | -6.3% |
| 6M | +22.6% | +21.0% | +1.6% | +5.7% |
| YTD | -9.8% | +67.0% | -76.8% | -33.1% |
| 1Y | -3.9% | +68.6% | -72.5% | -30.2% |
| 3Y | +52.5% | +48.6% | +3.8% | +8.6% |
| 5Y | +134.0% | +18.6% | +115.4% | +71.2% |
| All | +916.7% | +797.5% | +119.2% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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