+234.1%
TER vs APO
+0.2%
+233.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.8% | +3.3% |
| 7D | +12.4% | -1.0% | +13.3% | +12.6% |
| 30D | +5.1% | -0.4% | +5.5% | +4.8% |
| 3M | +4.0% | -0.9% | +4.8% | +3.8% |
| 6M | +29.5% | +22.1% | +7.4% | +22.1% |
| YTD | +98.5% | -8.4% | +106.8% | +100.7% |
| 1Y | +234.1% | -0.9% | +235.0% | +224.5% |
| All | +234.1% | +0.2% | +233.9% | +224.5% |
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