+125.8%
TXN vs APO
+53.0%
+72.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.6% | -3.4% |
| 7D | +9.5% | +5.8% | +3.7% | +7.5% |
| 30D | +8.7% | +8.9% | -0.2% | +5.7% |
| 3M | +11.6% | -13.6% | +25.2% | +16.6% |
| 6M | +0.1% | -5.4% | +5.5% | +1.1% |
| YTD | +78.8% | -13.6% | +92.4% | +85.5% |
| 1Y | +91.2% | -2.5% | +93.7% | +89.1% |
| 3Y | +125.8% | +50.9% | +75.0% | +100.7% |
| All | +125.8% | +53.0% | +72.8% | +100.7% |
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