+662.3%
TWLO vs APO
+1,092.7%
-430.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | -22.4% | +3.1% | -25.5% | -23.8% |
| 3M | -14.2% | -12.0% | -2.3% | -9.3% |
| 6M | +10.5% | -5.0% | +15.5% | +11.3% |
| YTD | +54.3% | -14.0% | +68.3% | +61.9% |
| 1Y | +68.0% | -5.9% | +73.9% | +68.2% |
| 3Y | +273.0% | +51.6% | +221.4% | +178.9% |
| 5Y | -26.3% | +80.8% | -107.1% | -50.8% |
| 10Y | +595.4% | +839.9% | -244.5% | +99.6% |
| All | +662.3% | +1,092.7% | -430.3% | +73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling