+51.2%
APO vs ETSY
+6.4%
+44.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -4.9% | -12.7% | +7.8% | -3.2% |
| 30D | -8.4% | -9.9% | +1.5% | -7.2% |
| 3M | -2.1% | +4.2% | -6.2% | -3.3% |
| 6M | +19.2% | +34.2% | -14.9% | +12.5% |
| YTD | -10.5% | +29.1% | -39.7% | -15.2% |
| 1Y | -2.7% | +23.8% | -26.5% | -8.0% |
| All | +51.2% | +6.4% | +44.8% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling