+129.2%
APO vs EQX
+83.7%
+45.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -3.5% | -3.2% | -0.3% | -3.3% |
| 30D | -6.6% | +7.8% | -14.3% | -7.2% |
| 3M | -3.3% | +21.3% | -24.6% | -5.0% |
| 6M | +22.6% | -22.4% | +45.0% | +24.2% |
| YTD | -9.8% | -11.3% | +1.5% | -10.4% |
| 1Y | -3.9% | +13.5% | -17.4% | -7.1% |
| 3Y | +52.5% | +162.1% | -109.7% | +30.9% |
| All | +129.2% | +83.7% | +45.5% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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