+419.8%
TXN vs APO
+945.2%
-525.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | +4.0% | -3.5% | +7.5% | +5.3% |
| 30D | -2.9% | -6.6% | +3.7% | -0.7% |
| 3M | -9.1% | -3.3% | -5.8% | -8.4% |
| 6M | +36.6% | +22.6% | +14.0% | +25.6% |
| YTD | +57.5% | -9.8% | +67.3% | +60.5% |
| 1Y | +49.5% | -3.9% | +53.4% | +48.0% |
| 3Y | +76.5% | +52.5% | +24.1% | +43.5% |
| 5Y | +62.4% | +134.0% | -71.6% | +9.4% |
| All | +419.8% | +945.2% | -525.5% | +124.6% |
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