-19.7%
TSCO vs APO
+52.1%
-71.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.6% |
| 7D | -5.7% | -3.5% | -2.2% | -5.2% |
| 30D | -8.8% | -6.6% | -2.2% | -7.9% |
| 3M | +6.3% | -3.3% | +9.6% | +6.6% |
| 6M | -32.3% | +22.6% | -54.9% | -34.5% |
| YTD | -32.7% | -9.8% | -22.9% | -31.9% |
| 1Y | -43.7% | -3.9% | -39.8% | -43.7% |
| 3Y | -19.7% | +52.5% | -72.1% | -25.4% |
| All | -19.7% | +52.1% | -71.7% | -25.4% |
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