+293.8%
TRV vs APO
+936.6%
-642.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.9% | +1.1% |
| 7D | -1.5% | -4.9% | +3.4% | -0.4% |
| 30D | -1.8% | -8.4% | +6.6% | +0.1% |
| 3M | +21.6% | -2.1% | +23.6% | +21.5% |
| 6M | +22.5% | +19.2% | +3.2% | +16.5% |
| YTD | +28.1% | -10.5% | +38.7% | +29.8% |
| 1Y | +37.0% | -2.7% | +39.7% | +35.4% |
| 3Y | +141.9% | +52.5% | +89.4% | +107.3% |
| 5Y | +158.5% | +132.1% | +26.4% | +91.0% |
| All | +293.8% | +936.6% | -642.7% | +111.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling