+908.2%
APO vs TRGP
+868.8%
+39.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -4.9% | -0.6% | -4.3% | -4.7% |
| 30D | -8.4% | +10.0% | -18.4% | -11.5% |
| 3M | -2.1% | +7.6% | -9.7% | -5.1% |
| 6M | +19.2% | +26.8% | -7.5% | +8.9% |
| YTD | -10.5% | +60.6% | -71.1% | -24.7% |
| 1Y | -2.7% | +82.5% | -85.2% | -21.8% |
| 3Y | +52.5% | +265.0% | -212.5% | -0.6% |
| 5Y | +132.1% | +645.9% | -513.8% | +22.9% |
| All | +908.2% | +868.8% | +39.5% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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