-53.2%
TE vs APO
+219.0%
-272.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | -4.0% | -1.0% | -3.0% | -3.5% |
| 30D | -15.9% | +3.5% | -19.4% | -17.6% |
| 3M | -60.5% | +4.5% | -65.1% | -61.5% |
| 6M | -35.2% | +22.8% | -58.0% | -41.5% |
| YTD | -31.1% | -6.5% | -24.6% | -29.3% |
| 1Y | +148.6% | +0.8% | +147.8% | +146.2% |
| 3Y | -26.4% | +62.0% | -88.4% | -36.1% |
| 5Y | -48.0% | +138.2% | -186.3% | -59.6% |
| All | -53.2% | +219.0% | -272.1% | -63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling