+227.6%
T vs APO
+1,753.5%
-1,525.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -1.3% | -1.0% | -0.3% | -1.1% |
| 30D | +11.4% | +3.5% | +7.9% | +10.7% |
| 3M | +14.3% | +4.5% | +9.8% | +13.2% |
| 6M | -9.3% | +22.8% | -32.0% | -12.8% |
| YTD | +7.1% | -6.5% | +13.6% | +7.4% |
| 1Y | -9.1% | +0.8% | -9.9% | -10.3% |
| 3Y | +105.3% | +62.0% | +43.4% | +79.4% |
| 5Y | +66.8% | +138.2% | -71.4% | +30.9% |
| 10Y | +66.8% | +940.3% | -873.5% | -1.4% |
| All | +227.6% | +1,753.5% | -1,525.9% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling