+1,804.4%
APO vs GD
+568.0%
+1,236.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.6% |
| 7D | -1.0% | -5.3% | +4.2% | +2.6% |
| 30D | +3.5% | -6.4% | +9.9% | +8.1% |
| 3M | +4.5% | +5.7% | -1.2% | +0.3% |
| 6M | +22.8% | -0.9% | +23.7% | +22.3% |
| YTD | -6.5% | +8.2% | -14.7% | -12.9% |
| 1Y | +0.8% | +13.4% | -12.6% | -9.3% |
| 3Y | +62.0% | +68.5% | -6.5% | +8.3% |
| 5Y | +138.2% | +97.2% | +41.1% | +41.1% |
| 10Y | +940.3% | +190.2% | +750.1% | +355.2% |
| All | +1,804.4% | +568.0% | +1,236.4% | +388.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling