+54.8%
APO vs ENTG
+48.2%
+6.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -1.0% | +8.9% | -9.9% | -3.4% |
| 30D | -0.4% | -0.8% | +0.4% | -0.6% |
| 3M | -0.9% | +6.6% | -7.4% | -6.2% |
| 6M | +22.1% | +22.1% | +0.1% | +8.1% |
| YTD | -8.4% | +70.2% | -78.6% | -29.4% |
| 1Y | -0.9% | +76.7% | -77.7% | -26.0% |
| All | +54.8% | +48.2% | +6.7% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling