-19.8%
TLT vs APO
+943.6%
-963.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.6% |
| 7D | -0.3% | -1.0% | +0.7% | -0.3% |
| 30D | 0.0% | -0.4% | +0.3% | 0.0% |
| 3M | -2.9% | -0.9% | -2.0% | -2.8% |
| 6M | -6.3% | +22.1% | -28.4% | -5.0% |
| YTD | -3.3% | -8.4% | +5.0% | -3.6% |
| 1Y | -4.2% | -0.9% | -3.3% | -3.9% |
| 3Y | -1.7% | +56.1% | -57.8% | +2.8% |
| 5Y | -34.9% | +136.0% | -170.9% | -28.8% |
| 10Y | -19.8% | +949.3% | -969.1% | +6.7% |
| All | -19.8% | +943.6% | -963.4% | +6.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling