+57.1%
APO vs TRMB
+13.0%
+44.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.8% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +3.9% | -1.2% | +5.1% | +4.4% |
| 3M | +3.8% | +9.6% | -5.8% | -2.2% |
| 6M | +22.3% | -16.1% | +38.4% | +34.2% |
| YTD | -7.8% | -25.0% | +17.2% | +7.9% |
| 1Y | -0.3% | -27.7% | +27.4% | +18.9% |
| 3Y | +57.1% | +15.3% | +41.8% | +62.6% |
| All | +57.1% | +13.0% | +44.1% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling