+771.3%
TRV vs APO
+1,727.7%
-956.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -4.9% | +3.9% | -8.7% | -5.8% |
| 3M | +23.7% | +3.8% | +20.0% | +22.1% |
| 6M | +20.3% | +22.3% | -2.0% | +14.1% |
| YTD | +27.1% | -7.8% | +34.9% | +27.7% |
| 1Y | +35.3% | -0.3% | +35.7% | +33.2% |
| 3Y | +139.8% | +57.1% | +82.7% | +106.7% |
| 5Y | +153.9% | +137.0% | +16.9% | +92.1% |
| 10Y | +285.9% | +946.8% | -661.0% | +104.1% |
| All | +771.3% | +1,727.7% | -956.4% | +271.1% |
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