+76.5%
APO vs GEN
+27.3%
+49.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.6% | +4.7% |
| 7D | +2.3% | -0.3% | +2.6% | +2.5% |
| 30D | +3.0% | +28.2% | -25.2% | -6.6% |
| 3M | -3.7% | +2.6% | -6.3% | -5.4% |
| 6M | -7.5% | +32.7% | -40.2% | -18.9% |
| YTD | -14.5% | +11.3% | -25.8% | -19.9% |
| 1Y | -6.2% | +17.9% | -24.1% | -14.2% |
| 3Y | +51.9% | +66.3% | -14.4% | +21.6% |
| 5Y | +76.5% | +31.7% | +44.8% | +41.1% |
| All | +76.5% | +27.3% | +49.2% | +41.1% |
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