+389.8%
APO vs GH
+481.7%
-91.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.0% | -0.1% | -1.0% | -1.1% |
| 30D | +3.5% | -1.1% | +4.5% | +3.4% |
| 3M | +4.5% | +21.3% | -16.8% | -0.2% |
| 6M | +22.8% | +73.5% | -50.7% | +8.6% |
| YTD | -6.5% | +58.0% | -64.5% | -16.0% |
| 1Y | +0.8% | +163.1% | -162.2% | -19.1% |
| 3Y | +62.0% | +361.0% | -299.1% | +9.8% |
| 5Y | +138.2% | +22.5% | +115.7% | +90.3% |
| All | +389.8% | +481.7% | -91.8% | +191.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling