-4.4%
APO vs TW
+20.8%
-25.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.0% | +7.1% | +8.1% |
| 7D | +8.2% | +6.0% | +2.2% | +8.0% |
| 30D | +6.4% | +18.6% | -12.1% | +5.8% |
| 3M | -7.4% | +26.5% | -34.0% | -8.1% |
| 6M | -4.2% | +13.1% | -17.3% | -6.1% |
| YTD | -14.1% | +18.5% | -32.7% | -14.7% |
| 1Y | -4.4% | +21.7% | -26.1% | -4.8% |
| All | -4.4% | +20.8% | -25.1% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 1y: compounded portfolio wealth divided by compounded TW 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…
1y analysis · Full analysis span regression · 6 months rolling