+144.9%
TE vs APO
-3.6%
+148.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -5.1% |
| 7D | +0.9% | -4.9% | +5.8% | +4.5% |
| 30D | -16.3% | -8.4% | -7.8% | -11.0% |
| 3M | -40.8% | -2.1% | -38.7% | -39.9% |
| 6M | -42.6% | +19.2% | -61.9% | -48.9% |
| YTD | -31.4% | -10.5% | -20.9% | -25.4% |
| 1Y | +144.9% | -2.7% | +147.6% | +134.1% |
| All | +144.9% | -3.6% | +148.5% | +134.1% |
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