+949.3%
APO vs GEN
+150.6%
+798.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -1.0% | -2.9% | +1.9% | 0.0% |
| 30D | -0.4% | +2.1% | -2.4% | -1.1% |
| 3M | -0.9% | +19.7% | -20.6% | -6.9% |
| 6M | +22.1% | +33.3% | -11.1% | +9.9% |
| YTD | -8.4% | +11.1% | -19.5% | -12.6% |
| 1Y | -0.9% | +3.0% | -3.9% | -3.2% |
| 3Y | +56.1% | +57.9% | -1.7% | +32.9% |
| 5Y | +136.0% | +20.6% | +115.4% | +111.8% |
| 10Y | +949.3% | +153.2% | +796.1% | +620.6% |
| All | +949.3% | +150.6% | +798.7% | +620.6% |
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