+1,024.6%
TXN vs APO
+1,727.7%
-703.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -9.5% | +3.9% | -13.4% | -10.9% |
| 3M | -10.5% | +3.8% | -14.3% | -12.0% |
| 6M | +35.4% | +22.3% | +13.1% | +25.2% |
| YTD | +51.8% | -7.8% | +59.6% | +53.4% |
| 1Y | +42.9% | -0.3% | +43.3% | +39.9% |
| 3Y | +71.3% | +57.1% | +14.2% | +40.4% |
| 5Y | +58.0% | +137.0% | -79.0% | +9.8% |
| 10Y | +393.3% | +946.8% | -553.6% | +107.3% |
| All | +1,024.6% | +1,727.7% | -703.1% | +277.6% |
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 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