+932.4%
APO vs ETR
+303.8%
+628.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.1% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | -0.4% | +2.0% | -2.4% | -1.4% |
| 3M | -0.9% | -1.7% | +0.8% | -0.4% |
| 6M | +22.1% | +3.6% | +18.6% | +18.9% |
| YTD | -8.4% | +18.0% | -26.4% | -16.5% |
| 1Y | -0.9% | +26.2% | -27.2% | -12.7% |
| 3Y | +56.1% | +148.0% | -91.9% | -2.4% |
| 5Y | +136.0% | +126.1% | +10.0% | +52.5% |
| All | +932.4% | +303.8% | +628.7% | +518.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling