+202.8%
TER vs APO
+138.1%
+64.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.8% |
| 7D | +0.6% | -1.0% | +1.6% | +1.1% |
| 30D | -8.3% | +3.5% | -11.7% | -10.3% |
| 3M | -12.2% | +4.5% | -16.7% | -15.0% |
| 6M | +17.1% | +22.8% | -5.7% | +3.8% |
| YTD | +84.7% | -6.5% | +91.2% | +86.9% |
| 1Y | +199.9% | +0.8% | +199.1% | +188.7% |
| 3Y | +232.8% | +62.0% | +170.8% | +136.8% |
| All | +202.8% | +138.1% | +64.8% | +61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling