-4.7%
TOST vs APO
-11.5%
+6.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +9.4% | +0.8% | +8.7% | +9.0% |
| 30D | +13.5% | +1.0% | +12.4% | +12.9% |
| 3M | -0.1% | -8.4% | +8.3% | +2.2% |
| 6M | +22.5% | -9.1% | +31.6% | +24.8% |
| YTD | -2.4% | -18.3% | +16.0% | +3.8% |
| 1Y | -4.7% | -8.0% | +3.3% | -6.0% |
| All | -4.7% | -11.5% | +6.8% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling