+47.1%
APO vs GD
+54.3%
-7.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | +0.8% | -5.0% | +5.8% | +3.4% |
| 30D | +1.0% | +8.9% | -7.9% | -3.6% |
| 3M | -8.4% | -8.0% | -0.3% | -4.6% |
| 6M | -9.1% | +2.9% | -12.0% | -10.9% |
| YTD | -18.3% | +7.1% | -25.4% | -22.5% |
| 1Y | -8.0% | +5.9% | -13.9% | -12.0% |
| 3Y | +47.1% | +53.9% | -6.8% | +15.4% |
| All | +47.1% | +54.3% | -7.3% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling