+240.8%
TWLO vs APO
+52.1%
+188.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.0% |
| 7D | -2.4% | -3.5% | +1.1% | -1.0% |
| 30D | -7.8% | -6.6% | -1.3% | -5.3% |
| 3M | +10.0% | -3.3% | +13.3% | +11.0% |
| 6M | +79.5% | +22.6% | +56.9% | +64.0% |
| YTD | +59.8% | -9.8% | +69.6% | +64.4% |
| 1Y | +121.7% | -3.9% | +125.6% | +120.9% |
| 3Y | +240.8% | +52.5% | +188.3% | +193.9% |
| All | +240.8% | +52.1% | +188.7% | +193.9% |
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