-44.8%
TOST vs APO
+127.6%
-172.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -1.0% |
| 7D | +3.0% | +8.1% | -5.1% | -2.7% |
| 30D | +10.3% | +3.4% | +6.8% | +7.0% |
| 3M | -3.3% | -6.6% | +3.4% | +0.2% |
| 6M | +37.8% | -7.1% | +44.9% | +41.2% |
| YTD | -2.8% | -14.1% | +11.4% | +3.6% |
| 1Y | -9.6% | -4.7% | -4.9% | -11.2% |
| 3Y | +144.6% | +51.3% | +93.3% | +49.9% |
| 5Y | -31.0% | +82.7% | -113.7% | -66.9% |
| All | -44.8% | +127.6% | -172.4% | -75.1% |
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 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