+352.5%
APO vs GH
+446.7%
-94.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.1% |
| 7D | +5.8% | +0.6% | +5.2% | +5.6% |
| 30D | +8.9% | -6.9% | +15.8% | +10.0% |
| 3M | -13.6% | -4.9% | -8.7% | -13.5% |
| 6M | -5.4% | +54.1% | -59.4% | -14.6% |
| YTD | -13.6% | +48.5% | -62.2% | -21.9% |
| 1Y | -2.5% | +61.2% | -63.6% | -13.4% |
| 3Y | +50.9% | +570.3% | -519.5% | -5.4% |
| 5Y | +81.4% | +46.1% | +35.2% | +40.3% |
| All | +352.5% | +446.7% | -94.2% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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