+6.8%
APO vs ETHA
-27.9%
+34.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.2% |
| 7D | -3.5% | +3.5% | -7.0% | -4.1% |
| 30D | -6.6% | +35.3% | -41.9% | -12.2% |
| 3M | -3.3% | +50.9% | -54.1% | -11.4% |
| 6M | +22.6% | +22.1% | +0.5% | +16.5% |
| YTD | -9.8% | -14.6% | +4.8% | -8.9% |
| 1Y | -3.9% | -42.8% | +38.9% | +4.0% |
| All | +6.8% | -27.9% | +34.8% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 ETHA 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