+303.5%
EWY vs APO
+945.2%
-641.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.0% |
| 7D | -0.1% | -3.5% | +3.4% | +1.1% |
| 30D | +7.3% | -6.6% | +13.9% | +9.5% |
| 3M | -5.1% | -3.3% | -1.9% | -4.4% |
| 6M | +42.1% | +22.6% | +19.5% | +32.4% |
| YTD | +94.1% | -9.8% | +103.9% | +98.1% |
| 1Y | +147.8% | -3.9% | +151.7% | +146.2% |
| 3Y | +222.9% | +52.5% | +170.5% | +163.0% |
| 5Y | +150.6% | +134.0% | +16.6% | +69.6% |
| All | +303.5% | +945.2% | -641.8% | +74.9% |
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 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