+1,628.9%
APO vs GAP
+53.8%
+1,575.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | +3.5% | -5.2% | +8.7% | +4.9% |
| 30D | +4.4% | -6.9% | +11.3% | +6.3% |
| 3M | -12.1% | +5.7% | -17.8% | -13.7% |
| 6M | -7.2% | +0.9% | -8.2% | -8.7% |
| YTD | -15.1% | -14.5% | -0.6% | -13.4% |
| 1Y | -7.7% | -12.1% | +4.5% | -6.7% |
| 3Y | +49.6% | +72.2% | -22.6% | +16.5% |
| 5Y | +78.3% | +4.5% | +73.7% | +48.6% |
| 10Y | +827.7% | +3.3% | +824.4% | +509.3% |
| All | +1,628.9% | +53.8% | +1,575.0% | +797.1% |
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