-53.4%
TE vs APO
+205.2%
-258.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -5.6% |
| 7D | +0.9% | -4.9% | +5.8% | +3.4% |
| 30D | -16.3% | -8.4% | -7.8% | -12.7% |
| 3M | -40.8% | -2.1% | -38.7% | -40.2% |
| 6M | -42.6% | +19.2% | -61.9% | -47.4% |
| YTD | -31.4% | -10.5% | -20.9% | -28.1% |
| 1Y | +144.9% | -2.7% | +147.6% | +147.0% |
| 3Y | -26.0% | +52.5% | -78.5% | -34.0% |
| 5Y | -48.5% | +132.1% | -180.6% | -59.1% |
| All | -53.4% | +205.2% | -258.6% | -63.2% |
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