+1,659.1%
APO vs AGI
+100.0%
+1,559.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +5.8% | -10.1% | +15.9% | +6.3% |
| 30D | +8.9% | -6.5% | +15.4% | +9.1% |
| 3M | -13.6% | -12.8% | -0.8% | -13.2% |
| 6M | -5.4% | -34.3% | +28.9% | -3.9% |
| YTD | -13.6% | -25.6% | +12.0% | -13.1% |
| 1Y | -2.5% | -14.2% | +11.7% | -2.6% |
| 3Y | +50.9% | +127.3% | -76.4% | +43.4% |
| 5Y | +81.4% | +241.8% | -160.4% | +68.7% |
| 10Y | +843.9% | +381.8% | +462.1% | +756.2% |
| All | +1,659.1% | +100.0% | +1,559.1% | +1,421.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling