+1,651.7%
APO vs GAP
+55.9%
+1,595.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.7% |
| 7D | +0.2% | -9.3% | +9.5% | +2.7% |
| 30D | +3.1% | -5.5% | +8.6% | +4.7% |
| 3M | -12.0% | +3.5% | -15.5% | -13.2% |
| 6M | -5.0% | +0.7% | -5.7% | -6.4% |
| YTD | -14.0% | -13.4% | -0.6% | -12.5% |
| 1Y | -5.9% | -7.7% | +1.7% | -6.2% |
| 3Y | +51.6% | +74.4% | -22.9% | +17.6% |
| 5Y | +80.8% | +5.3% | +75.5% | +50.4% |
| 10Y | +839.9% | +4.7% | +835.3% | +515.2% |
| All | +1,651.7% | +55.9% | +1,595.8% | +805.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling