+47.1%
APO vs AG
+219.8%
-172.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.3% | -0.6% |
| 7D | +0.8% | +6.3% | -5.5% | +0.3% |
| 30D | +1.0% | -8.9% | +10.0% | +1.7% |
| 3M | -8.4% | -12.2% | +3.8% | -7.7% |
| 6M | -9.1% | -28.3% | +19.2% | -7.4% |
| YTD | -18.3% | -8.8% | -9.5% | -20.3% |
| 1Y | -8.0% | +39.4% | -47.3% | -14.3% |
| 3Y | +47.1% | +229.4% | -182.4% | +19.9% |
| All | +47.1% | +219.8% | -172.7% | +19.9% |
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