+309.1%
TMUS vs APO
+948.0%
-638.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.4% |
| 7D | -0.3% | +0.1% | -0.3% | -0.3% |
| 30D | +3.1% | +3.9% | -0.7% | +2.3% |
| 3M | +2.4% | +3.8% | -1.3% | +1.4% |
| 6M | -17.1% | +22.3% | -39.4% | -20.9% |
| YTD | -9.1% | -7.8% | -1.3% | -8.5% |
| 1Y | -23.6% | -0.3% | -23.3% | -24.7% |
| 3Y | +38.8% | +57.1% | -18.3% | +18.7% |
| 5Y | +43.0% | +137.0% | -94.0% | +6.2% |
| 10Y | +309.1% | +946.8% | -637.7% | +110.5% |
| All | +309.1% | +948.0% | -638.9% | +110.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling