+1,659.1%
APO vs TRI
+323.6%
+1,335.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | -2.9% | +8.7% | +7.2% |
| 30D | +8.9% | +3.7% | +5.2% | +6.1% |
| 3M | -13.6% | +3.7% | -17.4% | -16.8% |
| 6M | -5.4% | +35.1% | -40.5% | -24.5% |
| YTD | -13.6% | -14.0% | +0.4% | -11.0% |
| 1Y | -2.5% | -19.0% | +16.5% | +4.5% |
| 3Y | +50.9% | -12.0% | +62.8% | +45.7% |
| 5Y | +81.4% | +0.6% | +80.7% | +57.6% |
| 10Y | +843.9% | +225.4% | +618.5% | +277.9% |
| All | +1,659.1% | +323.6% | +1,335.5% | +461.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling