+136.0%
APO vs TEL
+50.8%
+85.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.5% |
| 7D | -1.0% | +1.2% | -2.2% | -1.8% |
| 30D | -0.4% | -4.1% | +3.7% | +2.1% |
| 3M | -0.9% | -2.6% | +1.7% | +0.1% |
| 6M | +22.1% | 0.0% | +22.1% | +18.6% |
| YTD | -8.4% | -9.1% | +0.7% | -5.9% |
| 1Y | -0.9% | -0.8% | -0.1% | -5.8% |
| 3Y | +56.1% | +67.4% | -11.2% | -5.5% |
| 5Y | +136.0% | +51.8% | +84.3% | +51.8% |
| All | +136.0% | +50.8% | +85.2% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling