-2.7%
APO vs TW
-14.0%
+11.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.3% |
| 7D | -4.9% | -2.7% | -2.2% | -4.8% |
| 30D | -8.4% | -1.7% | -6.7% | -8.4% |
| 3M | -2.1% | +1.6% | -3.6% | -2.5% |
| 6M | +19.2% | -17.7% | +36.9% | +18.7% |
| YTD | -10.5% | -4.3% | -6.2% | -11.1% |
| 1Y | -2.7% | -13.1% | +10.4% | -4.9% |
| All | -2.7% | -14.0% | +11.3% | -4.9% |
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