+1,804.4%
APO vs TT
+1,807.8%
-3.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -1.0% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | +3.5% | -7.4% | +10.8% | +8.2% |
| 3M | +4.5% | -3.2% | +7.7% | +6.1% |
| 6M | +22.8% | +1.1% | +21.7% | +20.3% |
| YTD | -6.5% | +15.6% | -22.1% | -16.3% |
| 1Y | +0.8% | +9.2% | -8.3% | -7.1% |
| 3Y | +62.0% | +124.4% | -62.4% | -4.8% |
| 5Y | +138.2% | +138.0% | +0.2% | +33.2% |
| 10Y | +940.3% | +886.4% | +53.9% | +169.1% |
| All | +1,804.4% | +1,807.8% | -3.4% | +272.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling