+949.3%
APO vs TRMB
+113.5%
+835.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.7% |
| 7D | -1.0% | -2.9% | +1.9% | +0.6% |
| 30D | -0.4% | -1.8% | +1.4% | +0.4% |
| 3M | -0.9% | +8.4% | -9.3% | -6.1% |
| 6M | +22.1% | -18.5% | +40.7% | +35.0% |
| YTD | -8.4% | -26.7% | +18.4% | +7.4% |
| 1Y | -0.9% | -28.3% | +27.4% | +17.3% |
| 3Y | +56.1% | +12.6% | +43.5% | +42.5% |
| 5Y | +136.0% | -38.7% | +174.7% | +192.4% |
| 10Y | +949.3% | +120.8% | +828.5% | +622.6% |
| All | +949.3% | +113.5% | +835.8% | +622.6% |
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