+1,777.9%
APO vs AGI
+154.5%
+1,623.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.3% |
| 7D | +0.1% | +4.4% | -4.3% | -0.1% |
| 30D | +3.9% | +10.0% | -6.1% | +3.4% |
| 3M | +3.8% | +1.7% | +2.0% | +3.5% |
| 6M | +22.3% | -26.8% | +49.1% | +23.5% |
| YTD | -7.8% | -5.3% | -2.5% | -8.2% |
| 1Y | -0.3% | +11.5% | -11.8% | -1.6% |
| 3Y | +57.1% | +212.9% | -155.8% | +47.5% |
| 5Y | +137.0% | +388.8% | -251.8% | +117.4% |
| 10Y | +946.8% | +383.6% | +563.3% | +849.6% |
| All | +1,777.9% | +154.5% | +1,623.4% | +1,508.7% |
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 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