+839.9%
APO vs GD
+174.7%
+665.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.2% | +0.6% | -0.5% | -0.2% |
| 30D | +3.1% | +9.5% | -6.3% | -3.6% |
| 3M | -12.0% | -5.8% | -6.1% | -8.3% |
| 6M | -5.0% | +7.7% | -12.7% | -10.7% |
| YTD | -14.0% | +11.1% | -25.0% | -22.0% |
| 1Y | -5.9% | +6.1% | -12.0% | -11.7% |
| 3Y | +51.6% | +59.8% | -8.3% | +2.3% |
| 5Y | +80.8% | +104.6% | -23.8% | -2.4% |
| 10Y | +839.9% | +170.5% | +669.4% | +321.8% |
| All | +839.9% | +174.7% | +665.2% | +321.8% |
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