+853.3%
APO vs TSN
+14.5%
+838.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.0% |
| 7D | +5.8% | -1.4% | +7.2% | +6.2% |
| 30D | +8.9% | +8.5% | +0.4% | +6.4% |
| 3M | -13.6% | +5.3% | -18.9% | -15.1% |
| 6M | -5.4% | -10.5% | +5.1% | -2.7% |
| YTD | -13.6% | +3.0% | -16.6% | -15.7% |
| 1Y | -2.5% | +12.1% | -14.6% | -7.7% |
| 3Y | +50.9% | +43.1% | +7.7% | +27.9% |
| 5Y | +81.4% | -15.1% | +96.5% | +84.6% |
| All | +853.3% | +14.5% | +838.8% | +752.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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