-45.7%
TOST vs APO
+147.9%
-193.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | -3.4% | -1.0% | -2.4% | -2.8% |
| 30D | -2.4% | +3.5% | -5.9% | -5.2% |
| 3M | +34.6% | +4.5% | +30.1% | +28.0% |
| 6M | +15.2% | +22.8% | -7.6% | -4.3% |
| YTD | -4.4% | -6.5% | +2.1% | -3.2% |
| 1Y | -17.4% | +0.8% | -18.2% | -21.8% |
| 3Y | +54.5% | +62.0% | -7.5% | -9.4% |
| All | -45.7% | +147.9% | -193.6% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling