-4.4%
APO vs TRMB
-31.2%
+26.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -17.3% | +25.4% | +11.8% |
| 7D | +8.2% | -15.7% | +23.9% | +11.0% |
| 30D | +6.4% | -7.8% | +14.2% | +5.2% |
| 3M | -7.4% | -9.3% | +1.8% | -8.0% |
| 6M | -4.2% | -20.8% | +16.7% | +3.8% |
| YTD | -14.1% | -30.8% | +16.6% | -0.6% |
| 1Y | -4.4% | -31.0% | +26.6% | +10.5% |
| All | -4.4% | -31.2% | +26.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling