+839.9%
APO vs GEN
+156.5%
+683.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.4% |
| 30D | +3.1% | +31.2% | -28.1% | -5.7% |
| 3M | -12.0% | +6.1% | -18.1% | -14.3% |
| 6M | -5.0% | +38.1% | -43.1% | -15.8% |
| YTD | -14.0% | +14.4% | -28.4% | -19.3% |
| 1Y | -5.9% | +15.1% | -21.1% | -12.0% |
| 3Y | +51.6% | +68.5% | -16.9% | +25.8% |
| 5Y | +80.8% | +35.8% | +45.0% | +55.8% |
| 10Y | +839.9% | +155.4% | +684.6% | +541.6% |
| All | +839.9% | +156.5% | +683.4% | +541.6% |
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