+65.4%
IEFA vs APO
+52.1%
+13.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -1.6% | -3.5% | +1.9% | -0.9% |
| 30D | -1.5% | -6.6% | +5.1% | -0.3% |
| 3M | +3.4% | -3.3% | +6.7% | +3.8% |
| 6M | +9.5% | +22.6% | -13.1% | +4.8% |
| YTD | +13.0% | -9.8% | +22.8% | +14.6% |
| 1Y | +18.0% | -3.9% | +21.9% | +17.7% |
| 3Y | +65.4% | +52.5% | +12.9% | +45.6% |
| All | +65.4% | +52.1% | +13.3% | +45.6% |
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