+0.8%
APO vs EOSE
-49.1%
+49.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.9% | -11.5% | -1.6% |
| 7D | -1.0% | +19.0% | -20.0% | -2.8% |
| 30D | +3.5% | +1.6% | +1.9% | +2.9% |
| 3M | +4.5% | -52.0% | +56.5% | +10.8% |
| 6M | +22.8% | -42.5% | +65.3% | +26.5% |
| YTD | -6.5% | -66.1% | +59.6% | -1.1% |
| 1Y | +0.8% | -47.1% | +48.0% | +5.4% |
| All | +0.8% | -49.1% | +49.9% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 1y: compounded portfolio wealth divided by compounded EOSE 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…
1y analysis · Full analysis span regression · 6 months rolling