+0.8%
APO vs GD
+13.1%
-12.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.1% |
| 7D | -1.0% | -5.3% | +4.2% | +0.6% |
| 30D | +3.5% | -6.4% | +9.9% | +5.5% |
| 3M | +4.5% | +5.7% | -1.2% | +3.1% |
| 6M | +22.8% | -0.9% | +23.7% | +24.7% |
| YTD | -6.5% | +8.2% | -14.7% | -9.4% |
| 1Y | +0.8% | +13.4% | -12.6% | +0.2% |
| All | +0.8% | +13.1% | -12.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling