+51.2%
APO vs AGI
+203.7%
-152.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.2% |
| 7D | -4.9% | -5.4% | +0.5% | -4.6% |
| 30D | -8.4% | +6.6% | -15.1% | -8.8% |
| 3M | -2.1% | +8.2% | -10.2% | -2.5% |
| 6M | +19.2% | -29.3% | +48.6% | +21.0% |
| YTD | -10.5% | -7.4% | -3.2% | -11.7% |
| 1Y | -2.7% | +7.9% | -10.6% | -5.4% |
| All | +51.2% | +203.7% | -152.5% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling