+99.7%
TXN vs APO
-5.6%
+105.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.1% | -8.4% | -1.5% |
| 7D | +1.0% | +8.2% | -7.2% | -0.3% |
| 30D | +6.1% | +6.4% | -0.3% | +5.0% |
| 3M | +10.4% | -7.4% | +17.8% | +11.6% |
| 6M | +12.6% | -4.2% | +16.7% | +12.8% |
| YTD | +83.5% | -14.1% | +97.6% | +94.6% |
| 1Y | +99.7% | -4.4% | +104.1% | +102.7% |
| All | +99.7% | -5.6% | +105.4% | +102.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling