-45.3%
TE vs APO
-6.0%
-39.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.8% | -4.2% |
| 7D | -19.1% | +5.8% | -24.8% | -22.1% |
| 30D | -34.1% | +8.9% | -43.0% | -38.2% |
| 3M | -60.1% | -13.6% | -46.5% | -55.7% |
| 6M | -66.0% | -5.4% | -60.6% | -64.4% |
| YTD | -71.4% | -13.6% | -57.8% | -67.7% |
| 1Y | -45.3% | -2.5% | -42.8% | -41.4% |
| All | -45.3% | -6.0% | -39.3% | -41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling