+1,804.4%
APO vs TECK
+68.8%
+1,735.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | +3.5% | +4.6% | -1.2% | +2.2% |
| 3M | +4.5% | +2.8% | +1.7% | +3.2% |
| 6M | +22.8% | +24.9% | -2.1% | +14.8% |
| YTD | -6.5% | +44.7% | -51.2% | -16.3% |
| 1Y | +0.8% | +112.0% | -111.2% | -18.5% |
| 3Y | +62.0% | +67.6% | -5.6% | +36.0% |
| 5Y | +138.2% | +200.3% | -62.1% | +68.7% |
| 10Y | +940.3% | +358.2% | +582.1% | +493.5% |
| All | +1,804.4% | +68.8% | +1,735.6% | +1,198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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