+281.8%
EWY vs APO
+1,753.5%
-1,471.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.8% |
| 7D | +4.8% | -1.0% | +5.8% | +5.1% |
| 30D | +11.7% | +3.5% | +8.2% | +10.2% |
| 3M | -7.4% | +4.5% | -11.9% | -9.0% |
| 6M | +40.6% | +22.8% | +17.8% | +31.0% |
| YTD | +94.3% | -6.5% | +100.8% | +95.9% |
| 1Y | +164.3% | +0.8% | +163.5% | +158.5% |
| 3Y | +221.0% | +62.0% | +159.0% | +159.0% |
| 5Y | +139.1% | +138.2% | +0.9% | +64.5% |
| 10Y | +298.8% | +940.3% | -641.5% | +62.7% |
| All | +281.8% | +1,753.5% | -1,471.6% | +12.4% |
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