+908.2%
APO vs TD
+303.5%
+604.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -3.1% |
| 7D | -4.9% | -2.6% | -2.3% | -2.7% |
| 30D | -8.4% | -1.0% | -7.4% | -7.8% |
| 3M | -2.1% | +5.6% | -7.7% | -7.1% |
| 6M | +19.2% | +27.1% | -7.8% | -4.6% |
| YTD | -10.5% | +29.4% | -39.9% | -29.5% |
| 1Y | -2.7% | +60.7% | -63.4% | -37.0% |
| 3Y | +52.5% | +127.6% | -75.1% | -30.0% |
| 5Y | +132.1% | +125.4% | +6.7% | +7.0% |
| All | +908.2% | +303.5% | +604.7% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling