+1,777.9%
APO vs ET
+505.7%
+1,272.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +3.9% | +6.9% | -3.0% | +1.9% |
| 3M | +3.8% | +13.1% | -9.3% | 0.0% |
| 6M | +22.3% | +18.7% | +3.6% | +16.1% |
| YTD | -7.8% | +37.4% | -45.2% | -16.2% |
| 1Y | -0.3% | +34.8% | -35.2% | -9.0% |
| 3Y | +57.1% | +96.8% | -39.7% | +30.5% |
| 5Y | +137.0% | +238.2% | -101.3% | +70.9% |
| 10Y | +946.8% | +159.4% | +787.4% | +644.7% |
| All | +1,777.9% | +505.7% | +1,272.2% | +738.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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