+453.0%
APO vs EQH
+230.1%
+222.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -3.0% |
| 7D | -4.9% | -1.8% | -3.1% | -3.8% |
| 30D | -8.4% | +2.4% | -10.9% | -9.9% |
| 3M | -2.1% | +26.3% | -28.4% | -16.6% |
| 6M | +19.2% | +35.8% | -16.6% | -3.9% |
| YTD | -10.5% | +12.7% | -23.2% | -18.5% |
| 1Y | -2.7% | +2.5% | -5.2% | -6.0% |
| 3Y | +52.5% | +98.6% | -46.2% | -3.3% |
| 5Y | +132.1% | +101.7% | +30.4% | +45.2% |
| All | +453.0% | +230.1% | +222.9% | +131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling