+77.2%
TGT vs APO
-2.1%
+79.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.1% |
| 7D | -5.2% | -3.5% | -1.7% | -4.7% |
| 30D | +1.2% | -6.6% | +7.7% | +2.3% |
| 3M | +18.4% | -3.3% | +21.7% | +18.9% |
| 6M | +33.4% | +22.6% | +10.9% | +26.5% |
| YTD | +63.8% | -9.8% | +73.6% | +67.6% |
| 1Y | +77.2% | -3.9% | +81.0% | +72.3% |
| All | +77.2% | -2.1% | +79.2% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling