+895.2%
APO vs THC
+1,325.8%
-430.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +4.2% |
| 7D | +2.3% | +7.5% | -5.2% | +0.7% |
| 30D | +3.0% | +9.6% | -6.6% | +0.9% |
| 3M | -3.7% | +10.3% | -14.0% | -5.9% |
| 6M | -7.5% | +51.8% | -59.3% | -16.6% |
| YTD | -14.5% | +45.4% | -60.0% | -23.0% |
| 1Y | -6.2% | +40.8% | -47.0% | -15.1% |
| 3Y | +51.9% | +448.8% | -396.9% | -3.2% |
| 5Y | +76.5% | +263.4% | -186.9% | +19.3% |
| 10Y | +895.2% | +1,800.1% | -904.8% | +358.5% |
| All | +895.2% | +1,325.8% | -430.5% | +358.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling