+0.8%
TFC vs APO
+81.1%
-80.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.4% |
| 7D | +2.3% | +5.8% | -3.5% | -0.3% |
| 30D | +10.8% | +8.9% | +1.9% | +6.4% |
| 3M | -3.8% | -13.6% | +9.9% | +2.2% |
| 6M | +9.6% | -5.4% | +15.0% | +10.8% |
| YTD | +5.8% | -13.6% | +19.4% | +10.4% |
| 1Y | +16.2% | -2.5% | +18.7% | +14.2% |
| 3Y | +96.0% | +50.9% | +45.1% | +48.4% |
| All | +0.8% | +81.1% | -80.4% | -31.2% |
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