+412.3%
ECHO vs APO
+62.1%
+350.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +3.4% | -1.0% | +4.4% | +3.9% |
| 30D | +2.4% | +3.5% | -1.1% | +0.3% |
| 3M | -28.0% | +4.5% | -32.5% | -29.8% |
| 6M | -21.2% | +22.8% | -44.0% | -29.6% |
| YTD | -17.4% | -6.5% | -10.9% | -15.3% |
| 1Y | +33.6% | +0.8% | +32.8% | +30.5% |
| All | +412.3% | +62.1% | +350.1% | +274.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling