+157.1%
EWT vs APO
+53.0%
+104.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | +9.1% | +5.8% | +3.4% | +7.5% |
| 30D | -12.2% | +8.9% | -21.1% | -14.3% |
| 3M | -9.4% | -13.6% | +4.2% | -5.9% |
| 6M | +2.7% | -5.4% | +8.0% | +3.7% |
| YTD | +53.3% | -13.6% | +66.9% | +57.9% |
| 1Y | +59.2% | -2.5% | +61.7% | +58.2% |
| 3Y | +157.1% | +50.9% | +106.2% | +116.9% |
| All | +157.1% | +53.0% | +104.1% | +116.9% |
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