+1,777.9%
APO vs TRI
+283.0%
+1,494.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.1% | +2.1% |
| 7D | +0.1% | -7.1% | +7.2% | +3.8% |
| 30D | +3.9% | -2.3% | +6.2% | +4.6% |
| 3M | +3.8% | +19.6% | -15.8% | -8.9% |
| 6M | +22.3% | -8.7% | +31.0% | +23.3% |
| YTD | -7.8% | -22.3% | +14.5% | +1.5% |
| 1Y | -0.3% | -40.7% | +40.3% | +30.3% |
| 3Y | +57.1% | -17.8% | +74.9% | +58.2% |
| 5Y | +137.0% | -8.5% | +145.5% | +118.9% |
| 10Y | +946.8% | +192.6% | +754.3% | +348.7% |
| All | +1,777.9% | +283.0% | +1,494.9% | +541.0% |
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