+35.8%
EQT vs APO
+50.8%
-15.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.1% |
| 7D | -1.2% | -4.9% | +3.7% | -0.2% |
| 30D | +1.1% | -8.4% | +9.5% | +2.8% |
| 3M | +4.8% | -2.1% | +6.8% | +4.8% |
| 6M | -10.6% | +19.2% | -29.8% | -15.0% |
| YTD | +3.4% | -10.5% | +14.0% | +5.5% |
| 1Y | +8.7% | -2.7% | +11.4% | +7.3% |
| All | +35.8% | +50.8% | -15.0% | +21.5% |
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