+916.7%
APO vs AIG
+66.2%
+850.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -3.5% | -1.2% | -2.4% | -2.9% |
| 30D | -6.6% | -1.1% | -5.5% | -6.0% |
| 3M | -3.3% | +0.7% | -4.0% | -4.2% |
| 6M | +22.6% | -2.2% | +24.8% | +23.2% |
| YTD | -9.8% | -10.8% | +1.1% | -4.8% |
| 1Y | -3.9% | -2.0% | -1.9% | -4.7% |
| 3Y | +52.5% | +34.8% | +17.6% | +24.6% |
| 5Y | +134.0% | +55.0% | +79.0% | +75.0% |
| All | +916.7% | +66.2% | +850.5% | +492.2% |
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