-2.5%
APO vs ETR
+19.3%
-21.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +5.8% | +1.2% | +4.6% | +5.6% |
| 30D | +8.9% | +7.0% | +1.9% | +8.8% |
| 3M | -13.6% | +4.6% | -18.2% | -13.9% |
| 6M | -5.4% | +0.1% | -5.5% | -6.1% |
| YTD | -13.6% | +23.2% | -36.8% | -14.9% |
| 1Y | -2.5% | +20.6% | -23.1% | -3.3% |
| All | -2.5% | +19.3% | -21.8% | -3.3% |
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