+50.2%
APO vs GH
+598.2%
-547.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.2% | -8.2% | +8.3% | +1.3% |
| 30D | +3.1% | -4.9% | +8.0% | +3.6% |
| 3M | -12.0% | -6.2% | -5.7% | -11.7% |
| 6M | -5.0% | +60.0% | -65.0% | -13.2% |
| YTD | -14.0% | +51.5% | -65.5% | -21.2% |
| 1Y | -5.9% | +58.4% | -64.3% | -14.5% |
| All | +50.2% | +598.2% | -547.9% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling