+130.0%
EQT vs APO
+1,716.2%
-1,586.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -2.0% | -1.0% | -1.0% | -1.7% |
| 30D | +1.0% | -0.4% | +1.4% | +0.9% |
| 3M | +4.0% | -0.9% | +4.9% | +3.6% |
| 6M | -11.7% | +22.1% | -33.8% | -18.4% |
| YTD | +2.8% | -8.4% | +11.2% | +3.5% |
| 1Y | +10.0% | -0.9% | +10.9% | +7.1% |
| 3Y | +34.1% | +56.1% | -22.0% | +8.8% |
| 5Y | +195.3% | +136.0% | +59.3% | +102.9% |
| 10Y | +51.6% | +949.3% | -897.8% | -40.1% |
| All | +130.0% | +1,716.2% | -1,586.1% | -25.3% |
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