+293.5%
APO vs EOSE
-57.1%
+350.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +10.8% | -12.2% | -2.1% |
| 7D | +0.1% | +41.4% | -41.4% | -2.4% |
| 30D | +3.9% | +3.6% | +0.3% | +3.3% |
| 3M | +3.8% | -35.7% | +39.5% | +6.0% |
| 6M | +22.3% | -29.9% | +52.1% | +23.0% |
| YTD | -7.8% | -62.5% | +54.7% | -4.6% |
| 1Y | -0.3% | -37.4% | +37.1% | -1.1% |
| 3Y | +57.1% | +55.8% | +1.3% | +39.0% |
| 5Y | +137.0% | -67.8% | +204.8% | +99.1% |
| All | +293.5% | -57.1% | +350.6% | +282.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling