+605.9%
TMUS vs APO
+1,753.5%
-1,147.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +5.3% | +3.5% | +1.8% | +4.3% |
| 3M | +3.1% | +4.5% | -1.4% | +1.8% |
| 6M | -16.5% | +22.8% | -39.2% | -21.0% |
| YTD | -9.2% | -6.5% | -2.7% | -8.9% |
| 1Y | -26.5% | +0.8% | -27.3% | -28.0% |
| 3Y | +39.0% | +62.0% | -22.9% | +15.9% |
| 5Y | +40.4% | +138.2% | -97.9% | +1.5% |
| 10Y | +303.7% | +940.3% | -636.6% | +75.6% |
| All | +605.9% | +1,753.5% | -1,147.6% | +172.1% |
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