+199.8%
TER vs APO
+1.9%
+198.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.1% | +5.6% |
| 7D | +0.6% | -1.0% | +1.6% | +0.9% |
| 30D | -8.3% | +3.5% | -11.8% | -9.5% |
| 3M | -12.2% | +4.5% | -16.8% | -13.6% |
| 6M | +17.0% | +22.8% | -5.8% | +10.5% |
| YTD | +84.6% | -6.5% | +91.1% | +85.4% |
| 1Y | +199.8% | +0.8% | +199.0% | +188.1% |
| All | +199.8% | +1.9% | +198.0% | +188.1% |
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