+263.1%
TWLO vs APO
+50.4%
+212.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.8% |
| 7D | +5.6% | +3.5% | +2.1% | +4.2% |
| 30D | -24.6% | +4.4% | -29.0% | -26.0% |
| 3M | -14.0% | -12.1% | -1.9% | -9.7% |
| 6M | +10.1% | -7.2% | +17.3% | +12.2% |
| YTD | +49.2% | -15.1% | +64.3% | +56.7% |
| 1Y | +65.2% | -7.7% | +72.9% | +67.2% |
| All | +263.1% | +50.4% | +212.8% | +198.7% |
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 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