+9.3%
ECHO vs APO
+0.2%
+9.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | +5.3% | -1.0% | +6.3% | +5.5% |
| 30D | +2.4% | -0.4% | +2.8% | +2.3% |
| 3M | -21.8% | -0.9% | -20.9% | -21.6% |
| 6M | -16.9% | +22.1% | -39.1% | -18.7% |
| YTD | -16.0% | -8.4% | -7.6% | -10.3% |
| 1Y | +9.3% | -0.9% | +10.2% | +11.2% |
| All | +9.3% | +0.2% | +9.1% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling