+1,744.2%
TER vs APO
+948.0%
+796.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.9% |
| 7D | +11.0% | +0.1% | +10.9% | +10.8% |
| 30D | -1.9% | +3.9% | -5.7% | -4.3% |
| 3M | -0.7% | +3.8% | -4.4% | -3.4% |
| 6M | +36.4% | +22.3% | +14.1% | +21.4% |
| YTD | +92.4% | -7.8% | +100.2% | +95.7% |
| 1Y | +213.5% | -0.3% | +213.9% | +203.9% |
| 3Y | +277.2% | +57.1% | +220.1% | +181.3% |
| 5Y | +219.1% | +137.0% | +82.2% | +86.5% |
| 10Y | +1,744.2% | +946.8% | +797.4% | +473.4% |
| All | +1,744.2% | +948.0% | +796.3% | +473.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling