+144.6%
TOST vs APO
+51.3%
+93.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.9% |
| 7D | +3.0% | +8.1% | -5.1% | -1.3% |
| 30D | +10.3% | +3.4% | +6.8% | +7.9% |
| 3M | -3.3% | -6.6% | +3.4% | -0.5% |
| 6M | +37.8% | -7.1% | +44.9% | +40.9% |
| YTD | -2.8% | -14.1% | +11.4% | +3.0% |
| 1Y | -9.6% | -4.7% | -4.9% | -10.3% |
| 3Y | +144.6% | +51.3% | +93.3% | +77.6% |
| All | +144.6% | +51.3% | +93.4% | +77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling