+181.2%
T vs APO
+1,594.4%
-1,413.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | 0.0% |
| 7D | +1.7% | +2.3% | -0.6% | +1.2% |
| 30D | -1.7% | +3.0% | -4.7% | -2.3% |
| 3M | -7.3% | -3.7% | -3.6% | -7.0% |
| 6M | -11.2% | -7.5% | -3.7% | -10.5% |
| YTD | -8.1% | -14.5% | +6.5% | -6.6% |
| 1Y | -8.0% | -6.2% | -1.9% | -8.2% |
| 3Y | +62.1% | +51.9% | +10.2% | +43.1% |
| 5Y | +55.7% | +76.5% | -20.8% | +29.6% |
| 10Y | +54.1% | +895.2% | -841.1% | -8.3% |
| All | +181.2% | +1,594.4% | -1,413.2% | +51.8% |
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