+908.2%
APO vs GAP
+27.6%
+880.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.8% |
| 7D | -4.9% | -6.3% | +1.4% | -3.3% |
| 30D | -8.4% | -0.2% | -8.2% | -8.7% |
| 3M | -2.1% | 0.0% | -2.1% | -2.6% |
| 6M | +19.2% | -8.1% | +27.4% | +20.1% |
| YTD | -10.5% | -16.5% | +5.9% | -8.0% |
| 1Y | -2.7% | -10.5% | +7.8% | -2.4% |
| 3Y | +52.5% | +104.0% | -51.5% | +11.6% |
| 5Y | +132.1% | +6.8% | +125.3% | +90.6% |
| All | +908.2% | +27.6% | +880.7% | +508.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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