+234.7%
TMUS vs APO
+903.0%
-668.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.7% | -0.5% | +3.2% |
| 7D | +5.3% | +2.3% | +3.1% | +4.8% |
| 30D | +13.5% | +3.0% | +10.6% | +12.8% |
| 3M | -4.2% | -3.7% | -0.5% | -3.8% |
| 6M | -11.9% | -7.5% | -4.4% | -11.0% |
| YTD | -15.6% | -14.5% | -1.0% | -14.0% |
| 1Y | -16.8% | -6.2% | -10.6% | -17.1% |
| 3Y | +20.8% | +51.9% | -31.1% | +3.7% |
| 5Y | +48.0% | +76.5% | -28.4% | +18.3% |
| 10Y | +234.7% | +895.2% | -660.5% | +80.7% |
| All | +234.7% | +903.0% | -668.3% | +80.7% |
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 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