+853.3%
APO vs TRMB
+102.3%
+751.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.9% |
| 7D | +5.8% | +2.8% | +2.9% | +4.2% |
| 30D | +8.9% | -5.9% | +14.7% | +9.9% |
| 3M | -13.6% | -3.3% | -10.3% | -14.4% |
| 6M | -5.4% | +1.3% | -6.7% | -9.5% |
| YTD | -13.6% | -29.0% | +15.4% | +0.5% |
| 1Y | -2.5% | -27.8% | +25.3% | +12.3% |
| 3Y | +50.9% | +36.3% | +14.6% | +22.7% |
| 5Y | +81.4% | -35.8% | +117.2% | +114.7% |
| All | +853.3% | +102.3% | +751.0% | +560.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling