-4.4%
APO vs TNA
+37.5%
-41.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.4% | +3.7% | +6.8% |
| 7D | +8.2% | +2.4% | +5.8% | +7.5% |
| 30D | +6.4% | -0.9% | +7.3% | +6.6% |
| 3M | -7.4% | -19.2% | +11.8% | -2.1% |
| 6M | -4.2% | -0.8% | -3.3% | -5.5% |
| YTD | -14.1% | +33.2% | -47.3% | -22.7% |
| 1Y | -4.4% | +38.5% | -42.9% | -15.4% |
| All | -4.4% | +37.5% | -41.9% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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