+9.2%
APO vs ETHA
-29.6%
+38.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +0.1% | +2.7% | -2.6% | -0.4% |
| 30D | +3.9% | +29.4% | -25.5% | -1.5% |
| 3M | +3.8% | +47.2% | -43.4% | -4.5% |
| 6M | +22.3% | +25.4% | -3.1% | +15.5% |
| YTD | -7.8% | -16.5% | +8.7% | -6.5% |
| 1Y | -0.3% | -42.3% | +42.0% | +7.6% |
| All | +9.2% | -29.6% | +38.8% | +1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling