+50.9%
APO vs TT
+91.4%
-40.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.2% | +2.5% |
| 7D | +5.8% | +4.0% | +1.7% | +3.7% |
| 30D | +8.9% | -11.3% | +20.2% | +15.2% |
| 3M | -13.6% | -12.3% | -1.4% | -8.2% |
| 6M | -5.4% | -10.8% | +5.5% | -0.8% |
| YTD | -13.6% | +8.2% | -21.8% | -20.7% |
| 1Y | -2.5% | +1.5% | -4.0% | -6.7% |
| 3Y | +50.9% | +91.5% | -40.6% | +3.8% |
| All | +50.9% | +91.4% | -40.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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