+882.2%
APO vs ETSY
+134.9%
+747.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.8% | +3.4% | -0.5% |
| 7D | +0.1% | -10.9% | +11.0% | +2.3% |
| 30D | +3.9% | -14.9% | +18.7% | +6.9% |
| 3M | +3.8% | +5.8% | -2.0% | +1.9% |
| 6M | +22.3% | +29.1% | -6.8% | +14.8% |
| YTD | -7.8% | +31.3% | -39.1% | -14.2% |
| 1Y | -0.3% | +25.1% | -25.5% | -7.4% |
| 3Y | +57.1% | +8.5% | +48.6% | +44.8% |
| 5Y | +137.0% | -66.1% | +203.1% | +158.6% |
| 10Y | +946.8% | +410.3% | +536.5% | +596.6% |
| All | +882.2% | +134.9% | +747.3% | +535.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling