+843.8%
APO vs TRU
+228.6%
+615.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | 0.0% |
| 7D | +0.1% | -7.2% | +7.3% | +3.8% |
| 30D | +3.9% | -2.8% | +6.7% | +5.1% |
| 3M | +3.8% | +13.0% | -9.3% | -4.0% |
| 6M | +22.3% | +0.7% | +21.6% | +19.3% |
| YTD | -7.8% | -9.0% | +1.2% | -6.2% |
| 1Y | -0.3% | -16.3% | +16.0% | +5.0% |
| 3Y | +57.1% | -1.1% | +58.2% | +43.4% |
| 5Y | +137.0% | -36.0% | +173.0% | +173.1% |
| 10Y | +946.8% | +139.9% | +807.0% | +550.1% |
| All | +843.8% | +228.6% | +615.3% | +417.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling