+1,766.1%
APO vs GFI
+340.6%
+1,425.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.0% | +4.7% | -5.7% | -1.2% |
| 30D | -0.4% | +14.4% | -14.8% | -0.9% |
| 3M | -0.9% | +32.5% | -33.4% | -2.1% |
| 6M | +22.1% | -7.2% | +29.3% | +22.0% |
| YTD | -8.4% | +10.9% | -19.2% | -9.4% |
| 1Y | -0.9% | +35.5% | -36.4% | -3.0% |
| 3Y | +56.1% | +312.1% | -256.0% | +44.3% |
| 5Y | +136.0% | +524.6% | -388.6% | +111.7% |
| 10Y | +949.3% | +1,092.7% | -143.4% | +816.8% |
| All | +1,766.1% | +340.6% | +1,425.4% | +1,816.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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