+191.3%
ECHO vs APO
+943.6%
-752.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | +5.3% | -1.0% | +6.3% | +5.7% |
| 30D | +2.4% | -0.4% | +2.8% | +2.2% |
| 3M | -21.8% | -0.9% | -20.9% | -22.0% |
| 6M | -16.9% | +22.1% | -39.1% | -23.9% |
| YTD | -16.0% | -8.4% | -7.6% | -14.7% |
| 1Y | +9.3% | -0.9% | +10.2% | +7.1% |
| 3Y | +406.2% | +56.1% | +350.1% | +319.4% |
| 5Y | +251.0% | +136.0% | +114.9% | +142.4% |
| 10Y | +191.3% | +949.3% | -758.1% | +22.8% |
| All | +191.3% | +943.6% | -752.4% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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