+1,804.4%
APO vs TYL
+1,438.6%
+365.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +0.9% |
| 7D | -1.0% | -3.7% | +2.7% | +0.4% |
| 30D | +3.5% | +18.7% | -15.3% | -3.3% |
| 3M | +4.5% | +18.1% | -13.6% | -3.1% |
| 6M | +22.8% | -1.1% | +23.9% | +21.2% |
| YTD | -6.5% | -19.8% | +13.3% | -0.7% |
| 1Y | +0.8% | -34.3% | +35.2% | +15.8% |
| 3Y | +62.0% | -8.2% | +70.2% | +59.2% |
| 5Y | +138.2% | -25.4% | +163.7% | +150.6% |
| 10Y | +940.3% | +115.6% | +824.7% | +641.1% |
| All | +1,804.4% | +1,438.6% | +365.8% | +428.2% |
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