+1,766.1%
APO vs TDG
+3,074.8%
-1,308.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.2% |
| 7D | -1.0% | -2.4% | +1.4% | +0.3% |
| 30D | -0.4% | -8.0% | +7.6% | +4.0% |
| 3M | -0.9% | -10.5% | +9.6% | +4.7% |
| 6M | +22.1% | -11.9% | +34.1% | +29.3% |
| YTD | -8.4% | -15.4% | +7.0% | -1.3% |
| 1Y | -0.9% | -14.2% | +13.3% | +5.4% |
| 3Y | +56.1% | +51.0% | +5.1% | +23.0% |
| 5Y | +136.0% | +126.5% | +9.6% | +51.6% |
| 10Y | +949.3% | +535.6% | +413.8% | +306.4% |
| All | +1,766.1% | +3,074.8% | -1,308.7% | +236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling