+1,659.1%
APO vs ETR
+528.0%
+1,131.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +5.8% | +1.2% | +4.6% | +5.2% |
| 30D | +8.9% | +7.0% | +1.9% | +5.9% |
| 3M | -13.6% | +4.6% | -18.2% | -15.3% |
| 6M | -5.4% | +0.1% | -5.5% | -5.7% |
| YTD | -13.6% | +23.2% | -36.8% | -22.3% |
| 1Y | -2.5% | +20.6% | -23.1% | -11.5% |
| 3Y | +50.9% | +156.3% | -105.4% | -4.6% |
| 5Y | +81.4% | +159.6% | -78.3% | +12.6% |
| 10Y | +843.9% | +377.1% | +466.8% | +366.7% |
| All | +1,659.1% | +528.0% | +1,131.1% | +581.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling