+66.9%
T vs APO
+936.6%
-869.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.0% |
| 7D | -2.4% | -4.9% | +2.4% | -1.6% |
| 30D | +4.3% | -8.4% | +12.7% | +5.9% |
| 3M | +11.6% | -2.1% | +13.6% | +11.7% |
| 6M | -5.6% | +19.2% | -24.8% | -9.1% |
| YTD | +6.6% | -10.5% | +17.1% | +7.8% |
| 1Y | -8.4% | -2.7% | -5.7% | -9.1% |
| 3Y | +107.8% | +52.5% | +55.4% | +79.9% |
| 5Y | +68.3% | +132.1% | -63.8% | +26.5% |
| All | +66.9% | +936.6% | -869.7% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling