+916.7%
APO vs TRU
+147.2%
+769.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.3% |
| 7D | -3.5% | -2.7% | -0.8% | -2.1% |
| 30D | -6.6% | -2.0% | -4.5% | -5.8% |
| 3M | -3.3% | +18.4% | -21.7% | -12.8% |
| 6M | +22.6% | +8.9% | +13.7% | +14.7% |
| YTD | -9.8% | -8.9% | -0.8% | -8.2% |
| 1Y | -3.9% | -15.9% | +12.0% | +1.2% |
| 3Y | +52.5% | -1.1% | +53.6% | +38.9% |
| 5Y | +134.0% | -35.2% | +169.2% | +171.5% |
| All | +916.7% | +147.2% | +769.5% | +579.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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