+76.5%
APO vs TT
+139.1%
-62.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +1.9% |
| 7D | +2.3% | +1.7% | +0.5% | +1.1% |
| 30D | +3.0% | -11.8% | +14.8% | +10.5% |
| 3M | -3.7% | -12.6% | +8.9% | +3.7% |
| 6M | -7.5% | -9.4% | +1.9% | -3.3% |
| YTD | -14.5% | +8.8% | -23.3% | -22.3% |
| 1Y | -6.2% | -2.5% | -3.6% | -8.1% |
| 3Y | +51.9% | +95.7% | -43.7% | -11.9% |
| 5Y | +76.5% | +135.7% | -59.3% | -22.4% |
| All | +76.5% | +139.1% | -62.6% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling