+54.8%
APO vs GH
+378.9%
-324.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -0.4% | -2.6% | +2.3% | -0.1% |
| 3M | -0.9% | +25.1% | -26.0% | -4.9% |
| 6M | +22.1% | +78.5% | -56.3% | +10.0% |
| YTD | -8.4% | +59.4% | -67.8% | -16.2% |
| 1Y | -0.9% | +173.9% | -174.8% | -17.7% |
| All | +54.8% | +378.9% | -324.1% | +16.4% |
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 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