+51.3%
APO vs GEHC
+22.7%
+28.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +8.1% | +3.7% | +4.4% | +6.8% |
| 30D | +3.4% | +27.3% | -23.9% | -5.0% |
| 3M | -6.6% | +14.7% | -21.4% | -11.1% |
| 6M | -7.1% | +31.9% | -39.0% | -16.7% |
| YTD | -14.1% | +2.2% | -16.3% | -15.1% |
| 1Y | -4.7% | +14.1% | -18.8% | -10.4% |
| 3Y | +51.3% | +21.0% | +30.3% | +39.0% |
| All | +51.3% | +22.7% | +28.6% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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