+1,766.1%
APO vs TNA
+234.9%
+1,531.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +0.7% |
| 7D | -1.0% | -3.6% | +2.6% | +0.2% |
| 30D | -0.4% | -10.1% | +9.7% | +3.1% |
| 3M | -0.9% | +2.7% | -3.6% | -2.4% |
| 6M | +22.1% | +38.4% | -16.3% | +7.2% |
| YTD | -8.4% | +45.4% | -53.8% | -21.3% |
| 1Y | -0.9% | +55.9% | -56.9% | -17.9% |
| 3Y | +56.1% | +109.8% | -53.7% | +7.6% |
| 5Y | +136.0% | -22.5% | +158.5% | +103.8% |
| 10Y | +949.3% | +87.5% | +861.8% | +428.8% |
| All | +1,766.1% | +234.9% | +1,531.1% | +603.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling