+54.8%
APO vs TCOM
+8.5%
+46.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | 0.0% |
| 7D | -1.0% | -10.2% | +9.2% | +1.0% |
| 30D | -0.4% | -16.8% | +16.5% | +3.1% |
| 3M | -0.9% | -16.7% | +15.8% | +2.2% |
| 6M | +22.1% | -27.1% | +49.2% | +29.3% |
| YTD | -8.4% | -45.5% | +37.1% | +2.0% |
| 1Y | -0.9% | -45.9% | +44.9% | +10.3% |
| All | +54.8% | +8.5% | +46.3% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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