-9.6%
TOST vs APO
-4.6%
-5.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -3.6% | +0.2% | -3.7% | -3.7% |
| 30D | +8.9% | +3.1% | +5.7% | +7.5% |
| 3M | -2.2% | -12.0% | +9.7% | +1.3% |
| 6M | +41.0% | -5.0% | +45.9% | +42.0% |
| YTD | -4.0% | -14.0% | +10.0% | +0.6% |
| 1Y | -9.6% | -5.9% | -3.7% | -11.0% |
| All | -9.6% | -4.6% | -5.0% | -11.0% |
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