+39.1%
TMUS vs APO
+62.1%
-23.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.4% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | +5.3% | +3.5% | +1.8% | +5.0% |
| 3M | +3.1% | +4.5% | -1.4% | +2.7% |
| 6M | -16.5% | +22.8% | -39.2% | -17.7% |
| YTD | -9.2% | -6.5% | -2.7% | -8.6% |
| 1Y | -26.5% | +0.8% | -27.3% | -26.7% |
| All | +39.1% | +62.1% | -23.1% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling