+1,389.8%
TER vs APO
+1,594.4%
-204.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +4.7% | +8.1% | +10.6% |
| 7D | -5.8% | +2.3% | -8.0% | -6.8% |
| 30D | -38.9% | +3.0% | -41.9% | -40.0% |
| 3M | -35.1% | -3.7% | -31.4% | -34.8% |
| 6M | -31.6% | -7.5% | -24.1% | -30.3% |
| YTD | +27.2% | -14.5% | +41.8% | +32.9% |
| 1Y | +35.2% | -6.2% | +41.4% | +35.1% |
| 3Y | +192.8% | +51.9% | +140.9% | +128.2% |
| 5Y | +72.4% | +76.5% | -4.0% | +21.8% |
| 10Y | +1,001.8% | +895.2% | +106.6% | +267.6% |
| All | +1,389.8% | +1,594.4% | -204.6% | +262.5% |
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