+845.7%
APO vs GEN
+151.0%
+694.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +8.1% | +1.0% | +7.1% | +7.8% |
| 30D | +3.4% | +29.1% | -25.6% | -4.9% |
| 3M | -6.6% | +2.9% | -9.5% | -8.2% |
| 6M | -7.1% | +33.6% | -40.7% | -16.8% |
| YTD | -14.1% | +12.0% | -26.2% | -18.9% |
| 1Y | -4.7% | +16.2% | -20.9% | -11.1% |
| 3Y | +51.3% | +65.1% | -13.8% | +26.4% |
| 5Y | +82.7% | +33.3% | +49.4% | +58.4% |
| 10Y | +845.7% | +149.7% | +696.0% | +550.5% |
| All | +845.7% | +151.0% | +694.7% | +550.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling