+916.7%
APO vs TDG
+547.7%
+369.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | -3.5% | -1.9% | -1.6% | -2.5% |
| 30D | -6.6% | -7.7% | +1.1% | -2.4% |
| 3M | -3.3% | -9.3% | +6.1% | +1.8% |
| 6M | +22.6% | -9.4% | +32.0% | +28.1% |
| YTD | -9.8% | -14.3% | +4.5% | -3.2% |
| 1Y | -3.9% | -11.8% | +8.0% | +1.0% |
| 3Y | +52.5% | +52.0% | +0.5% | +17.8% |
| 5Y | +134.0% | +128.8% | +5.2% | +45.2% |
| All | +916.7% | +547.7% | +369.0% | +312.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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