-4.4%
APO vs TXG
+406.9%
-411.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.4% | +4.7% | +7.9% |
| 7D | +8.2% | -19.3% | +27.5% | +9.7% |
| 30D | +6.4% | -30.9% | +37.3% | +8.9% |
| 3M | -7.4% | +41.1% | -48.5% | -11.6% |
| 6M | -4.2% | +211.9% | -216.0% | -16.9% |
| YTD | -14.1% | +314.0% | -328.1% | -28.8% |
| 1Y | -4.4% | +405.4% | -409.8% | -22.8% |
| All | -4.4% | +406.9% | -411.3% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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