+845.7%
APO vs EW
+234.0%
+611.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +8.1% | +9.3% | -1.2% | +4.1% |
| 30D | +3.4% | +22.1% | -18.6% | -5.0% |
| 3M | -6.6% | +13.0% | -19.7% | -11.5% |
| 6M | -7.1% | +30.1% | -37.2% | -17.5% |
| YTD | -14.1% | +22.0% | -36.2% | -22.2% |
| 1Y | -4.7% | +23.7% | -28.4% | -14.2% |
| 3Y | +51.3% | +62.0% | -10.7% | +11.4% |
| 5Y | +82.7% | -12.4% | +95.2% | +79.5% |
| 10Y | +845.7% | +236.1% | +609.6% | +445.1% |
| All | +845.7% | +234.0% | +611.7% | +445.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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