-2.5%
APO vs TEM
+3.5%
-6.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.7% | +7.4% | +2.3% |
| 7D | +5.8% | -5.9% | +11.6% | +6.3% |
| 30D | +8.9% | +4.8% | +4.1% | +8.2% |
| 3M | -13.6% | +31.9% | -45.5% | -17.4% |
| 6M | -5.4% | +56.0% | -61.4% | -13.3% |
| YTD | -13.6% | +21.3% | -34.9% | -18.7% |
| 1Y | -2.5% | +5.4% | -7.9% | -5.6% |
| All | -2.5% | +3.5% | -6.0% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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