-8.0%
APO vs GD
+5.1%
-13.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +0.8% | -5.0% | +5.8% | +2.3% |
| 30D | +1.0% | +8.9% | -7.9% | -1.8% |
| 3M | -8.4% | -8.0% | -0.3% | -6.6% |
| 6M | -9.1% | +2.9% | -12.0% | -9.9% |
| YTD | -18.3% | +7.1% | -25.4% | -21.0% |
| 1Y | -8.0% | +5.9% | -13.9% | -10.2% |
| All | -8.0% | +5.1% | -13.0% | -10.2% |
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