+191.2%
TER vs APO
+53.0%
+138.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.1% | -6.1% |
| 7D | +14.4% | +5.8% | +8.6% | +11.8% |
| 30D | -30.6% | +8.9% | -39.5% | -33.3% |
| 3M | -39.2% | -13.6% | -25.5% | -35.5% |
| 6M | -31.3% | -5.4% | -25.9% | -30.6% |
| YTD | +29.1% | -13.6% | +42.7% | +35.2% |
| 1Y | +47.4% | -2.5% | +49.9% | +44.8% |
| 3Y | +191.2% | +50.9% | +140.4% | +119.7% |
| All | +191.2% | +53.0% | +138.2% | +119.7% |
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