-4.4%
APO vs ETR
+18.4%
-22.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.7% | +5.4% | +7.9% |
| 7D | +8.2% | +3.7% | +4.5% | +7.9% |
| 30D | +6.4% | +11.0% | -4.6% | +6.2% |
| 3M | -7.4% | +3.4% | -10.9% | -7.9% |
| 6M | -4.2% | -3.3% | -0.9% | -5.1% |
| YTD | -14.1% | +23.3% | -37.4% | -17.5% |
| 1Y | -4.4% | +19.2% | -23.6% | -6.5% |
| All | -4.4% | +18.4% | -22.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 1y: compounded portfolio wealth divided by compounded ETR 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…
1y analysis · Full analysis span regression · 6 months rolling