+41.7%
TGT vs APO
+50.8%
-9.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.6% |
| 7D | -5.0% | -4.9% | -0.2% | -3.9% |
| 30D | +3.0% | -8.4% | +11.5% | +5.2% |
| 3M | +22.6% | -2.1% | +24.7% | +22.6% |
| 6M | +31.2% | +19.2% | +11.9% | +23.8% |
| YTD | +63.7% | -10.5% | +74.2% | +67.0% |
| 1Y | +78.5% | -2.7% | +81.2% | +76.9% |
| All | +41.7% | +50.8% | -9.1% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling