-2.5%
APO vs TEL
-10.5%
+8.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +5.8% | +4.5% | +1.2% | +4.3% |
| 30D | +8.9% | +2.9% | +6.0% | +7.9% |
| 3M | -13.6% | +1.1% | -14.8% | -14.2% |
| 6M | -5.4% | +5.0% | -10.4% | -7.2% |
| YTD | -13.6% | -3.9% | -9.8% | -14.3% |
| 1Y | -2.5% | -7.4% | +5.0% | -1.9% |
| All | -2.5% | -10.5% | +8.0% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling