-4.4%
APO vs AGI
-1.1%
-3.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +10.8% | -2.7% | +7.4% |
| 7D | +8.2% | -5.3% | +13.5% | +8.0% |
| 30D | +6.4% | -7.1% | +13.6% | +6.3% |
| 3M | -7.4% | +4.4% | -11.9% | -7.8% |
| 6M | -4.2% | -23.0% | +18.8% | -3.8% |
| YTD | -14.1% | -22.0% | +7.9% | -18.0% |
| 1Y | -4.4% | +0.3% | -4.7% | -12.7% |
| All | -4.4% | -1.1% | -3.3% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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