+916.7%
APO vs EWJ
+144.4%
+772.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -1.6% |
| 7D | -3.5% | +0.3% | -3.8% | -3.8% |
| 30D | -6.6% | +0.8% | -7.3% | -7.4% |
| 3M | -3.3% | +7.5% | -10.8% | -11.5% |
| 6M | +22.6% | +15.6% | +7.0% | +1.7% |
| YTD | -9.8% | +22.7% | -32.5% | -31.0% |
| 1Y | -3.9% | +26.4% | -30.3% | -29.3% |
| 3Y | +52.5% | +72.5% | -20.1% | -24.6% |
| 5Y | +134.0% | +52.4% | +81.6% | +36.9% |
| All | +916.7% | +144.4% | +772.2% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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