+895.2%
APO vs EPAM
+163.7%
+731.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.6% | +6.2% | +5.1% |
| 7D | +2.3% | +9.1% | -6.8% | -1.4% |
| 30D | +3.0% | +38.5% | -35.5% | -8.0% |
| 3M | -3.7% | +61.0% | -64.7% | -18.3% |
| 6M | -7.5% | +58.0% | -65.5% | -22.7% |
| YTD | -14.5% | -23.5% | +8.9% | -10.6% |
| 1Y | -6.2% | -10.5% | +4.4% | -6.8% |
| 3Y | +51.9% | -33.8% | +85.7% | +58.1% |
| 5Y | +76.5% | -78.1% | +154.6% | +148.1% |
| 10Y | +895.2% | +157.7% | +737.5% | +424.4% |
| All | +895.2% | +163.7% | +731.5% | +424.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 10y: compounded portfolio wealth divided by compounded EPAM 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…
10y analysis · Full analysis span regression · 6 months rolling