+136.0%
APO vs TRGP
+639.4%
-503.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | -0.4% | +9.5% | -9.8% | -5.3% |
| 3M | -0.9% | +10.8% | -11.7% | -7.3% |
| 6M | +22.1% | +25.3% | -3.2% | +5.8% |
| YTD | -8.4% | +60.3% | -68.6% | -31.4% |
| 1Y | -0.9% | +84.6% | -85.5% | -32.3% |
| 3Y | +56.1% | +264.4% | -208.2% | -25.6% |
| 5Y | +136.0% | +636.6% | -500.6% | -21.6% |
| All | +136.0% | +639.4% | -503.4% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling