+132.1%
APO vs EOSE
-70.2%
+202.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.5% | -2.1% |
| 7D | -4.9% | +14.0% | -18.9% | -5.9% |
| 30D | -8.4% | -5.9% | -2.5% | -8.3% |
| 3M | -2.1% | -34.3% | +32.2% | +0.1% |
| 6M | +19.2% | -37.8% | +57.0% | +21.0% |
| YTD | -10.5% | -65.2% | +54.7% | -6.7% |
| 1Y | -2.7% | -41.9% | +39.2% | -3.1% |
| 3Y | +52.5% | +44.6% | +7.9% | +34.0% |
| 5Y | +132.1% | -69.2% | +201.3% | +113.0% |
| All | +132.1% | -70.2% | +202.3% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling