+1,563.3%
APO vs TYL
+1,677.5%
-114.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.4% |
| 7D | +0.8% | +6.7% | -5.9% | -1.6% |
| 30D | +1.0% | +26.5% | -25.5% | -7.9% |
| 3M | -8.4% | +37.3% | -45.7% | -19.4% |
| 6M | -9.1% | +31.2% | -40.3% | -19.8% |
| YTD | -18.3% | -7.4% | -11.0% | -18.4% |
| 1Y | -8.0% | -9.6% | +1.6% | -7.2% |
| 3Y | +47.1% | +1.9% | +45.2% | +38.9% |
| 5Y | +67.2% | -21.1% | +88.3% | +71.0% |
| 10Y | +871.8% | +171.8% | +700.1% | +534.9% |
| All | +1,563.3% | +1,677.5% | -114.2% | +334.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling