+103.2%
TOST vs APO
+43.9%
+59.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +9.4% | +0.8% | +8.7% | +8.8% |
| 30D | +13.5% | +1.0% | +12.4% | +12.5% |
| 3M | -0.1% | -8.4% | +8.3% | +3.8% |
| 6M | +22.5% | -9.1% | +31.6% | +25.9% |
| YTD | -2.4% | -18.3% | +16.0% | +6.2% |
| 1Y | -4.7% | -8.0% | +3.3% | -3.8% |
| 3Y | +103.2% | +47.1% | +56.2% | +41.6% |
| All | +103.2% | +43.9% | +59.4% | +41.6% |
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