+2,062.2%
TER vs APO
+1,753.5%
+308.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.1% |
| 3M | -12.2% | +4.5% | -16.7% | -14.7% |
| 6M | +17.1% | +22.8% | -5.7% | +5.2% |
| YTD | +84.7% | -6.5% | +91.2% | +86.4% |
| 1Y | +199.9% | +0.8% | +199.1% | +190.1% |
| 3Y | +232.8% | +62.0% | +170.8% | +152.6% |
| 5Y | +198.6% | +138.2% | +60.3% | +85.2% |
| 10Y | +1,669.7% | +940.3% | +729.5% | +480.0% |
| All | +2,062.2% | +1,753.5% | +308.7% | +408.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling