+137.9%
APO vs GEN
+24.6%
+113.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.3% |
| 7D | -1.0% | -1.2% | +0.2% | -0.5% |
| 30D | +3.5% | +10.1% | -6.7% | -0.6% |
| 3M | +4.5% | +16.1% | -11.5% | -2.1% |
| 6M | +22.8% | +38.9% | -16.1% | +5.5% |
| YTD | -6.5% | +14.4% | -20.9% | -12.9% |
| 1Y | +0.8% | +5.9% | -5.0% | -2.9% |
| 3Y | +62.0% | +58.8% | +3.2% | +31.8% |
| All | +137.9% | +24.6% | +113.3% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling