-4.4%
APO vs TDY
+22.9%
-27.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.8% | +12.9% | +8.8% |
| 7D | +8.2% | -5.0% | +13.2% | +9.0% |
| 30D | +6.4% | +2.0% | +4.4% | +5.7% |
| 3M | -7.4% | -7.7% | +0.3% | -6.5% |
| 6M | -4.2% | -0.9% | -3.3% | -4.5% |
| YTD | -14.1% | +23.7% | -37.9% | -23.6% |
| 1Y | -4.4% | +23.6% | -28.0% | -14.8% |
| All | -4.4% | +22.9% | -27.3% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling