+1,804.4%
APO vs TCOM
+104.0%
+1,700.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -1.0% | -9.5% | +8.5% | +1.1% |
| 30D | +3.5% | -10.7% | +14.2% | +5.9% |
| 3M | +4.5% | -14.6% | +19.2% | +7.7% |
| 6M | +22.8% | -19.3% | +42.1% | +28.0% |
| YTD | -6.5% | -42.9% | +36.4% | +4.5% |
| 1Y | +0.8% | -43.8% | +44.6% | +12.9% |
| 3Y | +62.0% | +2.1% | +59.9% | +53.5% |
| 5Y | +138.2% | +31.2% | +107.0% | +101.6% |
| 10Y | +940.3% | -13.9% | +954.2% | +796.7% |
| All | +1,804.4% | +104.0% | +1,700.5% | +1,433.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling