-5.9%
APO vs TYL
-8.6%
+2.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +0.2% | +0.5% | -0.4% | +0.1% |
| 30D | +3.1% | +25.2% | -22.0% | +0.3% |
| 3M | -12.0% | +31.8% | -43.8% | -15.0% |
| 6M | -5.0% | +36.3% | -41.2% | -8.7% |
| YTD | -14.0% | -6.3% | -7.7% | -13.9% |
| 1Y | -5.9% | -9.5% | +3.5% | -5.0% |
| All | -5.9% | -8.6% | +2.7% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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