+553.0%
APO vs EQX
+226.7%
+326.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.1% | +2.7% | -2.0% |
| 7D | -4.9% | -7.0% | +2.1% | -4.4% |
| 30D | -8.4% | +4.8% | -13.3% | -8.8% |
| 3M | -2.1% | +25.6% | -27.7% | -4.0% |
| 6M | +19.2% | -25.8% | +45.1% | +21.1% |
| YTD | -10.5% | -12.7% | +2.2% | -10.9% |
| 1Y | -2.7% | +14.1% | -16.8% | -5.7% |
| 3Y | +52.5% | +165.7% | -113.3% | +33.6% |
| 5Y | +132.1% | +81.2% | +50.8% | +102.6% |
| All | +553.0% | +226.7% | +326.3% | +583.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling