+301.0%
TWLO vs APO
+945.2%
-644.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.0% |
| 7D | -2.4% | -3.5% | +1.1% | -0.7% |
| 30D | -7.8% | -6.6% | -1.3% | -4.7% |
| 3M | +10.0% | -3.3% | +13.3% | +11.0% |
| 6M | +79.5% | +22.6% | +56.9% | +60.5% |
| YTD | +59.8% | -9.8% | +69.6% | +64.9% |
| 1Y | +121.7% | -3.9% | +125.6% | +120.0% |
| 3Y | +240.8% | +52.5% | +188.3% | +156.1% |
| 5Y | -33.6% | +134.0% | -167.6% | -59.8% |
| All | +301.0% | +945.2% | -644.3% | +35.7% |
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