+137.5%
APO vs TRMB
-37.5%
+175.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.7% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +3.9% | -1.2% | +5.1% | +4.4% |
| 3M | +3.8% | +9.6% | -5.8% | -2.7% |
| 6M | +22.3% | -16.1% | +38.4% | +34.2% |
| YTD | -7.8% | -25.0% | +17.2% | +8.1% |
| 1Y | -0.3% | -27.7% | +27.4% | +19.2% |
| 3Y | +57.1% | +15.3% | +41.8% | +41.9% |
| All | +137.5% | -37.5% | +175.0% | +212.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling