+187.1%
T vs APO
+1,604.8%
-1,417.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -1.0% | +3.1% | -4.2% | -1.6% |
| 3M | -8.1% | -12.0% | +3.9% | -6.4% |
| 6M | -8.3% | -5.0% | -3.3% | -8.0% |
| YTD | -6.1% | -14.0% | +7.9% | -4.7% |
| 1Y | -7.4% | -5.9% | -1.4% | -7.6% |
| 3Y | +65.4% | +51.6% | +13.9% | +46.1% |
| 5Y | +57.6% | +80.8% | -23.1% | +30.6% |
| 10Y | +61.4% | +839.9% | -778.6% | -3.2% |
| All | +187.1% | +1,604.8% | -1,417.7% | +54.9% |
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