-29.4%
TSCO vs APO
-5.6%
-23.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.1% | -3.9% | +3.0% |
| 7D | +15.7% | +8.2% | +7.5% | +14.4% |
| 30D | +16.4% | +6.4% | +10.0% | +15.2% |
| 3M | +11.2% | -7.4% | +18.7% | +11.2% |
| 6M | +14.9% | -4.2% | +19.1% | +14.5% |
| YTD | -25.4% | -14.1% | -11.3% | -24.4% |
| 1Y | -29.4% | -4.4% | -25.0% | -30.5% |
| All | -29.4% | -5.6% | -23.7% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling