+853.3%
APO vs TEL
+283.7%
+569.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.2% |
| 7D | +5.8% | +4.5% | +1.2% | +2.5% |
| 30D | +8.9% | +2.9% | +6.0% | +6.3% |
| 3M | -13.6% | +1.1% | -14.8% | -15.3% |
| 6M | -5.4% | +5.0% | -10.4% | -10.3% |
| YTD | -13.6% | -3.9% | -9.8% | -15.3% |
| 1Y | -2.5% | -7.4% | +5.0% | -2.1% |
| 3Y | +50.9% | +81.0% | -30.1% | -12.2% |
| 5Y | +81.4% | +42.3% | +39.1% | +26.1% |
| All | +853.3% | +283.7% | +569.6% | +210.8% |
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