+186.7%
EFA vs APO
+1,753.5%
-1,566.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +0.6% | -1.0% | +1.6% | +0.8% |
| 30D | +0.9% | +3.5% | -2.6% | -0.2% |
| 3M | +4.9% | +4.5% | +0.3% | +3.2% |
| 6M | +8.6% | +22.8% | -14.2% | +1.8% |
| YTD | +14.6% | -6.5% | +21.1% | +15.2% |
| 1Y | +22.6% | +0.8% | +21.8% | +20.1% |
| 3Y | +66.5% | +62.0% | +4.6% | +38.0% |
| 5Y | +54.5% | +138.2% | -83.7% | +11.2% |
| 10Y | +144.8% | +940.3% | -795.5% | +10.1% |
| All | +186.7% | +1,753.5% | -1,566.8% | +0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling