+1,641.0%
APO vs GEN
+360.8%
+1,280.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.1% |
| 3M | -3.7% | +2.6% | -6.3% | -5.3% |
| 6M | -7.5% | +32.7% | -40.2% | -16.8% |
| YTD | -14.5% | +11.3% | -25.8% | -19.1% |
| 1Y | -6.2% | +17.9% | -24.1% | -12.8% |
| 3Y | +51.9% | +66.3% | -14.4% | +26.4% |
| 5Y | +76.5% | +31.7% | +44.8% | +54.0% |
| 10Y | +895.2% | +150.0% | +745.2% | +579.6% |
| All | +1,641.0% | +360.8% | +1,280.2% | +861.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling