+1,804.4%
APO vs AG
+5.0%
+1,799.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.0% |
| 3M | +4.5% | +6.2% | -1.6% | +3.6% |
| 6M | +22.8% | -26.7% | +49.5% | +24.6% |
| YTD | -6.5% | +26.1% | -32.6% | -9.8% |
| 1Y | +0.8% | +131.7% | -130.8% | -7.9% |
| 3Y | +62.0% | +255.3% | -193.4% | +39.5% |
| 5Y | +138.2% | +61.9% | +76.3% | +113.0% |
| 10Y | +940.3% | +72.0% | +868.2% | +779.6% |
| All | +1,804.4% | +5.0% | +1,799.4% | +1,443.7% |
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