+853.3%
APO vs GAP
+1.5%
+851.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.6% | +2.0% |
| 7D | +5.8% | -1.9% | +7.7% | +6.3% |
| 30D | +8.9% | -7.1% | +15.9% | +11.0% |
| 3M | -13.6% | +4.1% | -17.7% | -14.9% |
| 6M | -5.4% | +1.9% | -7.3% | -7.1% |
| YTD | -13.6% | -15.2% | +1.6% | -11.7% |
| 1Y | -2.5% | -10.6% | +8.1% | -1.9% |
| 3Y | +50.9% | +74.6% | -23.7% | +15.9% |
| 5Y | +81.4% | +3.7% | +77.7% | +50.4% |
| All | +853.3% | +1.5% | +851.8% | +473.9% |
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