+1,804.4%
APO vs ENTG
+1,572.0%
+232.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -2.8% |
| 7D | -1.0% | +2.8% | -3.8% | -2.1% |
| 30D | +3.5% | -4.7% | +8.1% | +4.3% |
| 3M | +4.5% | -0.7% | +5.3% | -0.2% |
| 6M | +22.8% | +7.7% | +15.1% | +11.3% |
| YTD | -6.5% | +65.1% | -71.6% | -29.3% |
| 1Y | +0.8% | +74.8% | -74.0% | -26.7% |
| 3Y | +62.0% | +36.9% | +25.1% | +21.9% |
| 5Y | +138.2% | +16.1% | +122.1% | +79.5% |
| 10Y | +940.3% | +740.3% | +199.9% | +254.8% |
| All | +1,804.4% | +1,572.0% | +232.4% | +389.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling