-4.7%
APO vs AG
+24.7%
-29.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.8% |
| 7D | +8.1% | +6.0% | +2.1% | +7.7% |
| 30D | +3.4% | -13.5% | +17.0% | +4.1% |
| 3M | -6.6% | -20.7% | +14.0% | -5.8% |
| 6M | -7.1% | -31.5% | +24.5% | -6.3% |
| YTD | -14.1% | -10.1% | -4.0% | -19.3% |
| 1Y | -4.7% | +26.0% | -30.7% | -14.6% |
| All | -4.7% | +24.7% | -29.4% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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