+916.7%
APO vs TEL
+316.2%
+600.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.7% | -1.7% |
| 7D | -3.5% | +1.6% | -5.1% | -4.6% |
| 30D | -6.6% | -0.7% | -5.9% | -6.5% |
| 3M | -3.3% | +2.4% | -5.7% | -5.6% |
| 6M | +22.6% | +4.1% | +18.5% | +15.6% |
| YTD | -9.8% | -5.8% | -4.0% | -9.6% |
| 1Y | -3.9% | +0.9% | -4.8% | -9.4% |
| 3Y | +52.5% | +72.6% | -20.1% | -7.3% |
| 5Y | +134.0% | +57.5% | +76.5% | +51.3% |
| All | +916.7% | +316.2% | +600.5% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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