+857.2%
APO vs GD
+190.6%
+666.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +0.8% | -5.0% | +5.8% | +4.4% |
| 30D | +1.0% | +8.9% | -7.9% | -5.2% |
| 3M | -8.4% | -8.0% | -0.3% | -3.0% |
| 6M | -9.1% | +2.9% | -12.0% | -11.7% |
| YTD | -18.3% | +7.1% | -25.4% | -24.0% |
| 1Y | -8.0% | +5.9% | -13.9% | -13.7% |
| 3Y | +47.1% | +53.9% | -6.8% | +2.1% |
| 5Y | +67.2% | +95.4% | -28.2% | -6.4% |
| All | +857.2% | +190.6% | +666.6% | +315.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling