-18.3%
TE vs APO
+58.7%
-76.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.4% | +11.4% | +11.2% |
| 7D | +18.2% | +0.1% | +18.1% | +18.0% |
| 30D | -13.5% | +3.9% | -17.4% | -17.0% |
| 3M | -44.6% | +3.8% | -48.3% | -46.8% |
| 6M | -24.7% | +22.3% | -47.0% | -37.6% |
| YTD | -24.3% | -7.8% | -16.5% | -20.3% |
| 1Y | +155.6% | -0.3% | +155.9% | +149.1% |
| 3Y | -18.3% | +57.1% | -75.4% | -31.7% |
| All | -18.3% | +58.7% | -76.9% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling