-80.5%
TE vs APO
+194.6%
-275.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.8% | -3.9% |
| 7D | -19.1% | +5.8% | -24.8% | -21.4% |
| 30D | -34.1% | +8.9% | -43.0% | -37.2% |
| 3M | -60.1% | -13.6% | -46.5% | -57.4% |
| 6M | -66.0% | -5.4% | -60.6% | -65.2% |
| YTD | -71.4% | -13.6% | -57.8% | -69.6% |
| 1Y | -45.3% | -2.5% | -42.8% | -45.0% |
| 3Y | +9.1% | +50.9% | -41.7% | -2.2% |
| 5Y | -82.6% | +81.4% | -164.0% | -85.8% |
| All | -80.5% | +194.6% | -275.2% | -84.5% |
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