+916.7%
APO vs TRI
+196.2%
+720.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | 0.0% |
| 7D | -3.5% | -7.9% | +4.4% | +0.5% |
| 30D | -6.6% | -4.5% | -2.0% | -4.8% |
| 3M | -3.3% | +22.1% | -25.4% | -15.7% |
| 6M | +22.6% | -2.8% | +25.4% | +19.6% |
| YTD | -9.8% | -23.4% | +13.6% | +1.1% |
| 1Y | -3.9% | -41.5% | +37.7% | +28.9% |
| 3Y | +52.5% | -19.2% | +71.7% | +53.7% |
| 5Y | +134.0% | -9.4% | +143.4% | +112.1% |
| All | +916.7% | +196.2% | +720.5% | +370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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