-4.4%
APO vs TMF
-23.9%
+19.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.5% | +5.7% | +7.8% |
| 7D | +8.2% | +4.0% | +4.2% | +7.8% |
| 30D | +6.4% | +19.5% | -13.0% | +5.0% |
| 3M | -7.4% | -3.5% | -3.9% | -7.6% |
| 6M | -4.2% | -10.6% | +6.4% | -4.8% |
| YTD | -14.1% | -17.1% | +2.9% | -16.0% |
| 1Y | -4.4% | -24.3% | +19.9% | -7.9% |
| All | -4.4% | -23.9% | +19.5% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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