+1,804.4%
APO vs AIG
+180.0%
+1,624.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.1% |
| 7D | -1.0% | -0.9% | -0.1% | -0.5% |
| 30D | +3.5% | -4.9% | +8.3% | +6.3% |
| 3M | +4.5% | +4.5% | +0.1% | +1.5% |
| 6M | +22.8% | -1.4% | +24.2% | +22.9% |
| YTD | -6.5% | -9.8% | +3.3% | -2.3% |
| 1Y | +0.8% | -4.5% | +5.4% | +1.6% |
| 3Y | +62.0% | +37.4% | +24.5% | +33.3% |
| 5Y | +138.2% | +55.0% | +83.3% | +83.0% |
| 10Y | +940.3% | +63.7% | +876.6% | +578.6% |
| All | +1,804.4% | +180.0% | +1,624.4% | +833.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling