+67.0%
APO vs TYL
-21.3%
+88.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.5% |
| 7D | +0.8% | +6.7% | -5.9% | -1.7% |
| 30D | +1.0% | +26.5% | -25.5% | -8.2% |
| 3M | -8.4% | +37.3% | -45.7% | -19.8% |
| 6M | -9.1% | +31.2% | -40.3% | -20.1% |
| YTD | -18.3% | -7.4% | -11.0% | -16.8% |
| 1Y | -8.0% | -9.6% | +1.6% | -5.3% |
| 3Y | +47.1% | +1.9% | +45.2% | +37.9% |
| All | +67.0% | -21.3% | +88.3% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling