+916.7%
APO vs ETSY
+431.9%
+484.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -3.5% | -4.9% | +1.4% | -2.5% |
| 30D | -6.6% | -8.6% | +2.1% | -4.9% |
| 3M | -3.3% | +4.8% | -8.1% | -5.0% |
| 6M | +22.6% | +38.1% | -15.5% | +12.5% |
| YTD | -9.8% | +31.2% | -41.0% | -16.8% |
| 1Y | -3.9% | +22.1% | -26.0% | -11.0% |
| 3Y | +52.5% | +12.2% | +40.2% | +37.7% |
| 5Y | +134.0% | -66.5% | +200.5% | +159.6% |
| All | +916.7% | +431.9% | +484.8% | +511.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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