+1,648.7%
APO vs TSN
+318.6%
+1,330.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +8.1% | +5.8% | +2.2% | +6.3% |
| 30D | +3.4% | +12.8% | -9.4% | -0.2% |
| 3M | -6.6% | +6.5% | -13.1% | -8.6% |
| 6M | -7.1% | -10.3% | +3.2% | -4.5% |
| YTD | -14.1% | +5.5% | -19.7% | -16.8% |
| 1Y | -4.7% | +15.8% | -20.5% | -10.5% |
| 3Y | +51.3% | +42.5% | +8.8% | +29.9% |
| 5Y | +82.7% | -14.3% | +97.1% | +84.5% |
| 10Y | +845.7% | +18.2% | +827.5% | +723.8% |
| All | +1,648.7% | +318.6% | +1,330.1% | +716.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling