+946.8%
APO vs THC
+952.2%
-5.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.9% |
| 7D | +0.1% | -2.6% | +2.6% | +0.6% |
| 30D | +3.9% | -1.2% | +5.0% | +4.1% |
| 3M | +3.8% | +58.9% | -55.2% | -7.0% |
| 6M | +22.3% | +9.3% | +13.0% | +18.6% |
| YTD | -7.8% | +30.4% | -38.2% | -14.6% |
| 1Y | -0.3% | +34.6% | -34.9% | -8.7% |
| 3Y | +57.1% | +246.7% | -189.5% | +12.8% |
| 5Y | +137.0% | +244.5% | -107.6% | +64.4% |
| 10Y | +946.8% | +950.1% | -3.3% | +422.1% |
| All | +946.8% | +952.2% | -5.4% | +422.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling