+1,804.4%
APO vs TRGP
+1,479.9%
+324.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -1.0% | +0.8% | -1.8% | -1.3% |
| 30D | +3.5% | +11.5% | -8.0% | -0.1% |
| 3M | +4.5% | +9.0% | -4.5% | +1.2% |
| 6M | +22.8% | +20.5% | +2.3% | +14.9% |
| YTD | -6.5% | +59.5% | -66.0% | -19.7% |
| 1Y | +0.8% | +77.9% | -77.1% | -16.5% |
| 3Y | +62.0% | +253.6% | -191.6% | +10.9% |
| 5Y | +138.2% | +615.5% | -477.2% | +34.8% |
| 10Y | +940.3% | +897.1% | +43.2% | +357.8% |
| All | +1,804.4% | +1,479.9% | +324.5% | +426.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling