+916.7%
APO vs AJG
+473.1%
+443.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.6% |
| 7D | -3.5% | -8.3% | +4.8% | +1.6% |
| 30D | -6.6% | -5.7% | -0.9% | -3.5% |
| 3M | -3.3% | +9.1% | -12.4% | -10.1% |
| 6M | +22.6% | +15.2% | +7.4% | +9.3% |
| YTD | -9.8% | -6.3% | -3.5% | -8.8% |
| 1Y | -3.9% | -19.1% | +15.2% | +7.0% |
| 3Y | +52.5% | +8.2% | +44.2% | +32.0% |
| 5Y | +134.0% | +75.6% | +58.4% | +37.9% |
| All | +916.7% | +473.1% | +443.6% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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