+78.7%
APO vs TPR
+230.3%
-151.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +5.8% | -0.3% | +6.0% | +5.9% |
| 30D | +8.9% | +15.1% | -6.2% | +3.0% |
| 3M | -13.6% | +3.5% | -17.2% | -15.2% |
| 6M | -5.4% | +0.4% | -5.8% | -7.9% |
| YTD | -13.6% | +4.6% | -18.2% | -18.4% |
| 1Y | -2.5% | +33.1% | -35.6% | -17.1% |
| 3Y | +50.9% | +396.0% | -345.1% | -31.1% |
| All | +78.7% | +230.3% | -151.5% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling