-3.9%
APO vs TXG
+453.6%
-457.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.6% |
| 7D | -3.5% | +9.5% | -13.0% | -4.2% |
| 30D | -6.6% | +18.8% | -25.3% | -7.9% |
| 3M | -3.3% | +136.1% | -139.4% | -10.4% |
| 6M | +22.6% | +235.2% | -212.6% | +9.1% |
| YTD | -9.8% | +320.5% | -330.3% | -21.3% |
| 1Y | -3.9% | +425.2% | -429.1% | -17.9% |
| All | -3.9% | +453.6% | -457.5% | -17.9% |
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