+620.5%
EWT vs APO
+1,727.7%
-1,107.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +8.2% | +3.9% | +4.3% | +6.9% |
| 3M | +11.1% | +3.8% | +7.3% | +9.7% |
| 6M | +60.4% | +22.3% | +38.2% | +51.2% |
| YTD | +75.6% | -7.8% | +83.4% | +77.5% |
| 1Y | +91.3% | -0.3% | +91.6% | +88.7% |
| 3Y | +200.3% | +57.1% | +143.2% | +156.0% |
| 5Y | +156.4% | +137.0% | +19.4% | +90.8% |
| 10Y | +495.8% | +946.8% | -451.0% | +187.1% |
| All | +620.5% | +1,727.7% | -1,107.2% | +178.1% |
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 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