+78.7%
APO vs ENTG
-0.3%
+79.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +2.9% |
| 7D | +5.8% | +15.2% | -9.4% | +1.1% |
| 30D | +8.9% | -3.6% | +12.5% | +8.4% |
| 3M | -13.6% | -10.0% | -3.7% | -12.9% |
| 6M | -5.4% | +1.8% | -7.2% | -11.9% |
| YTD | -13.6% | +75.5% | -89.1% | -36.1% |
| 1Y | -2.5% | +82.4% | -84.9% | -29.2% |
| 3Y | +50.9% | +58.5% | -7.6% | +7.2% |
| All | +78.7% | -0.3% | +79.0% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling