+895.2%
APO vs TPR
+403.1%
+492.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.5% | +2.2% | +3.7% |
| 7D | +2.3% | +12.7% | -10.4% | -2.3% |
| 30D | +3.0% | +17.1% | -14.1% | -3.1% |
| 3M | -3.7% | -15.9% | +12.2% | +1.2% |
| 6M | -7.5% | +2.6% | -10.1% | -10.4% |
| YTD | -14.5% | +7.5% | -22.0% | -19.7% |
| 1Y | -6.2% | +32.9% | -39.1% | -19.1% |
| 3Y | +51.9% | +413.8% | -361.9% | -25.9% |
| 5Y | +76.5% | +263.9% | -187.4% | -4.7% |
| 10Y | +895.2% | +389.7% | +505.5% | +283.7% |
| All | +895.2% | +403.1% | +492.1% | +283.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling