+853.3%
APO vs AIG
+67.5%
+785.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.5% |
| 7D | +5.8% | +6.6% | -0.8% | +1.9% |
| 30D | +8.9% | +7.0% | +1.9% | +4.6% |
| 3M | -13.6% | +9.7% | -23.3% | -18.3% |
| 6M | -5.4% | +10.8% | -16.2% | -11.6% |
| YTD | -13.6% | -1.3% | -12.4% | -14.3% |
| 1Y | -2.5% | +8.4% | -10.8% | -8.7% |
| 3Y | +50.9% | +39.0% | +11.9% | +21.2% |
| 5Y | +81.4% | +59.6% | +21.8% | +32.9% |
| All | +853.3% | +67.5% | +785.8% | +430.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 10y: compounded portfolio wealth divided by compounded AIG 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…
10y analysis · Full analysis span regression · 6 months rolling