+1,777.9%
APO vs TEL
+692.6%
+1,085.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.2% |
| 7D | +0.1% | -1.4% | +1.5% | +1.0% |
| 30D | +3.9% | -4.9% | +8.7% | +7.1% |
| 3M | +3.8% | +0.1% | +3.7% | +3.0% |
| 6M | +22.3% | +0.4% | +21.9% | +18.8% |
| YTD | -7.8% | -8.9% | +1.1% | -5.3% |
| 1Y | -0.3% | -0.3% | 0.0% | -4.7% |
| 3Y | +57.1% | +67.6% | -10.5% | +2.3% |
| 5Y | +137.0% | +50.7% | +86.3% | +65.6% |
| 10Y | +946.8% | +288.6% | +658.2% | +279.5% |
| All | +1,777.9% | +692.6% | +1,085.3% | +357.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling