+1,641.0%
APO vs AG
-20.5%
+1,661.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +4.3% |
| 7D | +2.3% | +10.8% | -8.5% | +1.5% |
| 30D | +3.0% | -8.2% | +11.2% | +3.6% |
| 3M | -3.7% | -13.7% | +10.0% | -2.9% |
| 6M | -7.5% | -27.3% | +19.8% | -5.9% |
| YTD | -14.5% | -4.6% | -10.0% | -15.9% |
| 1Y | -6.2% | +39.4% | -45.5% | -10.5% |
| 3Y | +51.9% | +244.1% | -192.2% | +31.3% |
| 5Y | +76.5% | +16.8% | +59.7% | +61.5% |
| 10Y | +895.2% | +71.7% | +823.5% | +742.0% |
| All | +1,641.0% | -20.5% | +1,661.5% | +1,339.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling