+1,659.1%
APO vs TEL
+736.5%
+922.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.2% |
| 7D | +5.8% | +4.5% | +1.2% | +2.7% |
| 30D | +8.9% | +2.9% | +6.0% | +6.4% |
| 3M | -13.6% | +1.1% | -14.8% | -15.1% |
| 6M | -5.4% | +5.0% | -10.4% | -9.9% |
| YTD | -13.6% | -3.9% | -9.8% | -15.0% |
| 1Y | -2.5% | -7.4% | +5.0% | -1.9% |
| 3Y | +50.9% | +81.0% | -30.1% | -7.3% |
| 5Y | +81.4% | +42.3% | +39.1% | +31.2% |
| 10Y | +843.9% | +284.8% | +559.1% | +240.5% |
| All | +1,659.1% | +736.5% | +922.6% | +310.7% |
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