+853.3%
APO vs TRGP
+822.5%
+30.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +5.8% | +12.4% | -6.6% | +1.9% |
| 30D | +8.9% | +2.6% | +6.3% | +7.4% |
| 3M | -13.6% | +11.9% | -25.5% | -17.4% |
| 6M | -5.4% | +13.9% | -19.3% | -10.7% |
| YTD | -13.6% | +64.2% | -77.8% | -28.3% |
| 1Y | -2.5% | +78.5% | -81.0% | -21.3% |
| 3Y | +50.9% | +272.9% | -222.1% | -3.0% |
| 5Y | +81.4% | +510.7% | -429.3% | +0.3% |
| All | +853.3% | +822.5% | +30.8% | +317.8% |
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