+406.2%
TGT vs APO
+1,727.7%
-1,321.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +9.5% | +3.9% | +5.7% | +8.5% |
| 3M | +32.3% | +3.8% | +28.5% | +30.6% |
| 6M | +37.0% | +22.3% | +14.7% | +30.2% |
| YTD | +71.0% | -7.8% | +78.8% | +72.3% |
| 1Y | +85.0% | -0.3% | +85.4% | +82.8% |
| 3Y | +46.8% | +57.1% | -10.3% | +30.3% |
| 5Y | -22.7% | +137.0% | -159.7% | -37.9% |
| 10Y | +216.3% | +946.8% | -730.6% | +93.9% |
| All | +406.2% | +1,727.7% | -1,321.5% | +170.7% |
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