+949.3%
APO vs ESI
+308.3%
+641.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | -1.0% | +3.9% | -4.9% | -2.9% |
| 30D | -0.4% | -3.8% | +3.4% | +1.3% |
| 3M | -0.9% | -13.1% | +12.2% | +4.3% |
| 6M | +22.1% | +11.3% | +10.8% | +10.9% |
| YTD | -8.4% | +44.1% | -52.5% | -28.3% |
| 1Y | -0.9% | +40.3% | -41.3% | -21.9% |
| 3Y | +56.1% | +84.1% | -27.9% | +4.5% |
| 5Y | +136.0% | +75.8% | +60.2% | +60.5% |
| 10Y | +949.3% | +320.7% | +628.6% | +359.2% |
| All | +949.3% | +308.3% | +641.0% | +359.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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