+136.0%
APO vs TCOM
+25.9%
+110.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.1% |
| 7D | -1.0% | -10.2% | +9.2% | +1.3% |
| 30D | -0.4% | -16.8% | +16.5% | +3.7% |
| 3M | -0.9% | -16.7% | +15.8% | +2.7% |
| 6M | +22.1% | -27.1% | +49.2% | +30.4% |
| YTD | -8.4% | -45.5% | +37.1% | +3.7% |
| 1Y | -0.9% | -45.9% | +44.9% | +12.1% |
| 3Y | +56.1% | +9.8% | +46.4% | +44.0% |
| 5Y | +136.0% | +23.8% | +112.2% | +97.1% |
| All | +136.0% | +25.9% | +110.1% | +97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling