+51.8%
TMUS vs APO
+81.1%
-29.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -0.9% |
| 7D | +4.9% | +5.8% | -0.9% | +4.1% |
| 30D | +7.7% | +8.9% | -1.2% | +6.4% |
| 3M | -6.8% | -13.6% | +6.9% | -5.1% |
| 6M | -9.7% | -5.4% | -4.3% | -9.3% |
| YTD | -15.0% | -13.6% | -1.3% | -13.7% |
| 1Y | -19.1% | -2.5% | -16.6% | -19.7% |
| 3Y | +21.4% | +50.9% | -29.4% | +6.9% |
| All | +51.8% | +81.1% | -29.4% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling