+122.4%
APO vs GEHC
+10.0%
+112.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | -1.0% | -4.0% | +3.0% | +0.4% |
| 30D | +3.5% | -2.0% | +5.4% | +4.2% |
| 3M | +4.5% | +8.0% | -3.4% | +0.7% |
| 6M | +22.8% | -12.8% | +35.5% | +27.9% |
| YTD | -6.5% | -15.9% | +9.4% | -1.4% |
| 1Y | +0.8% | -6.9% | +7.8% | +1.5% |
| 3Y | +62.0% | 0.0% | +62.0% | +54.8% |
| All | +122.4% | +10.0% | +112.5% | +102.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling