+1,753.6%
TSM vs APO
+948.0%
+805.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.7% | +2.9% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +4.5% | +3.9% | +0.6% | +2.7% |
| 3M | +3.1% | +3.8% | -0.7% | +1.1% |
| 6M | +30.2% | +22.3% | +7.9% | +19.4% |
| YTD | +45.2% | -7.8% | +53.0% | +47.2% |
| 1Y | +79.6% | -0.3% | +79.9% | +75.5% |
| 3Y | +411.0% | +57.1% | +353.9% | +315.2% |
| 5Y | +290.7% | +137.0% | +153.8% | +167.2% |
| 10Y | +1,753.6% | +946.8% | +806.8% | +773.7% |
| All | +1,753.6% | +948.0% | +805.6% | +773.7% |
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