-4.4%
APO vs EOSE
-85.5%
+81.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +12.6% | -4.5% | +7.0% |
| 7D | +8.2% | +9.7% | -1.5% | +7.2% |
| 30D | +6.4% | -34.6% | +41.0% | +10.1% |
| 3M | -7.4% | -50.8% | +43.4% | -2.3% |
| 6M | -4.2% | -66.5% | +62.3% | +3.5% |
| YTD | -14.1% | -81.3% | +67.2% | -4.7% |
| 1Y | -4.4% | -84.8% | +80.4% | +7.0% |
| All | -4.4% | -85.5% | +81.1% | +7.0% |
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