+9.5%
APO vs TEM
+101.4%
-91.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.1% | +1.0% |
| 7D | +8.1% | +3.5% | +4.6% | +7.5% |
| 30D | +3.4% | +13.5% | -10.1% | +1.5% |
| 3M | -6.6% | +46.3% | -52.9% | -12.5% |
| 6M | -7.1% | +61.5% | -68.6% | -14.9% |
| YTD | -14.1% | +36.4% | -50.5% | -20.2% |
| 1Y | -4.7% | +12.2% | -16.9% | -9.2% |
| All | +9.5% | +101.4% | -91.8% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling