+51.2%
APO vs TSEM
+633.2%
-582.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.9% | +1.6% | -1.6% |
| 7D | -4.9% | +0.9% | -5.8% | -5.1% |
| 30D | -8.4% | -16.6% | +8.2% | -5.7% |
| 3M | -2.1% | -10.9% | +8.9% | -2.5% |
| 6M | +19.2% | +78.0% | -58.8% | -5.2% |
| YTD | -10.5% | +77.2% | -87.7% | -30.2% |
| 1Y | -2.7% | +207.6% | -210.3% | -39.2% |
| All | +51.2% | +633.2% | -582.0% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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