-2.7%
APO vs TRGP
+84.8%
-87.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -4.9% | -0.6% | -4.3% | -4.9% |
| 30D | -8.4% | +10.0% | -18.4% | -8.6% |
| 3M | -2.1% | +7.6% | -9.7% | -2.3% |
| 6M | +19.2% | +26.8% | -7.5% | +15.5% |
| YTD | -10.5% | +60.6% | -71.1% | -19.1% |
| 1Y | -2.7% | +82.5% | -85.2% | -15.9% |
| All | -2.7% | +84.8% | -87.5% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling