+97.9%
EWT vs APO
+1.9%
+96.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +4.0% | -1.0% | +5.0% | +4.2% |
| 30D | +10.3% | +3.5% | +6.8% | +9.2% |
| 3M | +6.1% | +4.5% | +1.5% | +4.7% |
| 6M | +56.6% | +22.8% | +33.9% | +50.1% |
| YTD | +76.6% | -6.5% | +83.1% | +76.2% |
| 1Y | +97.9% | +0.8% | +97.0% | +92.1% |
| All | +97.9% | +1.9% | +96.0% | +92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling