+0.8%
APO vs TPR
+18.6%
-17.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -2.3% | +1.3% | -0.6% |
| 30D | +3.5% | -23.0% | +26.4% | +8.5% |
| 3M | +4.5% | -12.5% | +17.0% | +5.4% |
| 6M | +22.8% | -21.4% | +44.2% | +27.6% |
| YTD | -6.5% | -3.5% | -3.0% | -9.2% |
| 1Y | +0.8% | +17.4% | -16.5% | -10.4% |
| All | +0.8% | +18.6% | -17.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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