+288.5%
APH vs TKO
+139.2%
+149.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.5% | +3.7% | +7.4% |
| 7D | +1.1% | +7.8% | -6.7% | -0.1% |
| 30D | -7.5% | +12.2% | -19.6% | -9.2% |
| 3M | -4.4% | +7.5% | -11.9% | -5.9% |
| 6M | +26.5% | +7.7% | +18.7% | +23.6% |
| YTD | +20.0% | -3.3% | +23.4% | +19.7% |
| 1Y | +16.9% | +11.1% | +5.8% | +12.6% |
| 3Y | +288.5% | +141.0% | +147.5% | +237.5% |
| All | +288.5% | +139.2% | +149.3% | +237.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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