+569.5%
TMUS vs APO
+1,604.8%
-1,035.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | +8.2% | +0.2% | +8.0% | +8.1% |
| 30D | +13.4% | +3.1% | +10.2% | +12.4% |
| 3M | -3.0% | -12.0% | +8.9% | -0.5% |
| 6M | -8.8% | -5.0% | -3.8% | -8.4% |
| YTD | -13.8% | -14.0% | +0.2% | -12.2% |
| 1Y | -17.1% | -5.9% | -11.1% | -17.5% |
| 3Y | +22.7% | +51.6% | -28.9% | +3.7% |
| 5Y | +52.8% | +80.8% | -28.0% | +19.0% |
| 10Y | +244.6% | +839.9% | -595.3% | +53.4% |
| All | +569.5% | +1,604.8% | -1,035.3% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling