+60.7%
APO vs AG
+274.2%
-213.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.1% |
| 30D | +3.5% | +19.2% | -15.7% | +1.9% |
| 3M | +4.5% | +6.2% | -1.6% | +3.5% |
| 6M | +22.8% | -26.7% | +49.5% | +24.8% |
| YTD | -6.5% | +26.1% | -32.6% | -10.9% |
| 1Y | +0.8% | +131.7% | -130.8% | -11.1% |
| All | +60.7% | +274.2% | -213.5% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling