+1,804.4%
APO vs ETR
+502.4%
+1,302.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -1.0% | +1.4% | -2.5% | -1.6% |
| 30D | +3.5% | +1.0% | +2.5% | +2.9% |
| 3M | +4.5% | -1.3% | +5.8% | +4.8% |
| 6M | +22.8% | +1.9% | +20.9% | +20.6% |
| YTD | -6.5% | +18.2% | -24.7% | -14.4% |
| 1Y | +0.8% | +24.7% | -23.8% | -10.1% |
| 3Y | +62.0% | +150.7% | -88.7% | +3.1% |
| 5Y | +138.2% | +127.0% | +11.2% | +57.0% |
| 10Y | +940.3% | +295.5% | +644.8% | +451.7% |
| All | +1,804.4% | +502.4% | +1,302.0% | +650.2% |
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