+706.7%
ETN vs APO
+945.2%
-238.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +3.6% |
| 7D | +3.5% | -3.5% | +7.0% | +5.2% |
| 30D | -7.5% | -6.6% | -1.0% | -4.9% |
| 3M | +8.3% | -3.3% | +11.6% | +9.5% |
| 6M | +20.2% | +22.6% | -2.4% | +8.5% |
| YTD | +34.7% | -9.8% | +44.4% | +38.5% |
| 1Y | +19.4% | -3.9% | +23.3% | +18.4% |
| 3Y | +85.5% | +52.5% | +33.0% | +46.7% |
| 5Y | +186.6% | +134.0% | +52.6% | +78.3% |
| All | +706.7% | +945.2% | -238.6% | +152.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling