+55.8%
APO vs TD
+126.5%
-70.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.8% |
| 7D | +0.1% | +0.9% | -0.8% | -0.4% |
| 30D | +3.9% | -0.7% | +4.5% | +4.2% |
| 3M | +3.8% | +6.3% | -2.5% | -0.3% |
| 6M | +22.3% | +27.9% | -5.6% | +4.8% |
| YTD | -7.8% | +29.8% | -37.6% | -21.6% |
| 1Y | -0.3% | +63.7% | -64.0% | -26.1% |
| All | +55.8% | +126.5% | -70.7% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling