-24.7%
TGT vs APO
+133.6%
-158.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.0% |
| 7D | -3.6% | -1.0% | -2.6% | -3.3% |
| 30D | +4.4% | -0.4% | +4.8% | +4.4% |
| 3M | +25.4% | -0.9% | +26.2% | +24.9% |
| 6M | +33.4% | +22.1% | +11.2% | +23.7% |
| YTD | +65.6% | -8.4% | +74.0% | +67.9% |
| 1Y | +80.3% | -0.9% | +81.2% | +77.2% |
| 3Y | +42.1% | +56.1% | -14.0% | +16.4% |
| All | -24.7% | +133.6% | -158.3% | -49.9% |
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