+16.9%
APO vs TEM
+53.2%
-36.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | 0.0% |
| 7D | -1.0% | -1.1% | +0.1% | -0.9% |
| 30D | -0.4% | +11.3% | -11.7% | -2.4% |
| 3M | -0.9% | +25.5% | -26.4% | -5.2% |
| 6M | +22.1% | +17.1% | +5.0% | +17.2% |
| YTD | -8.4% | +3.8% | -12.2% | -11.0% |
| 1Y | -0.9% | -24.4% | +23.4% | -0.4% |
| All | +16.9% | +53.2% | -36.3% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling