+129.2%
APO vs EQH
+102.2%
+27.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | -0.2% |
| 7D | -3.5% | +0.7% | -4.2% | -4.0% |
| 30D | -6.6% | +2.8% | -9.4% | -8.5% |
| 3M | -3.3% | +23.1% | -26.4% | -17.8% |
| 6M | +22.6% | +41.4% | -18.8% | -7.1% |
| YTD | -9.8% | +14.3% | -24.0% | -19.6% |
| 1Y | -3.9% | +1.6% | -5.5% | -6.8% |
| 3Y | +52.5% | +102.7% | -50.2% | -11.3% |
| All | +129.2% | +102.2% | +27.0% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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