+58.1%
TXN vs APO
+133.6%
-75.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.3% |
| 7D | +2.7% | -1.0% | +3.7% | +3.0% |
| 30D | -6.7% | -0.4% | -6.4% | -6.9% |
| 3M | -8.9% | -0.9% | -8.0% | -9.0% |
| 6M | +34.7% | +22.1% | +12.5% | +23.6% |
| YTD | +53.3% | -8.4% | +61.7% | +55.8% |
| 1Y | +45.0% | -0.9% | +46.0% | +42.0% |
| 3Y | +73.1% | +56.1% | +17.0% | +37.0% |
| All | +58.1% | +133.6% | -75.5% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling