+908.2%
APO vs GIS
-19.3%
+927.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.9% |
| 7D | -4.9% | -8.4% | +3.5% | -3.8% |
| 30D | -8.4% | -5.2% | -3.2% | -7.8% |
| 3M | -2.1% | +8.2% | -10.2% | -3.3% |
| 6M | +19.2% | -12.0% | +31.3% | +21.2% |
| YTD | -10.5% | -18.9% | +8.3% | -8.1% |
| 1Y | -2.7% | -23.6% | +20.9% | +0.8% |
| 3Y | +52.5% | -37.6% | +90.1% | +60.7% |
| 5Y | +132.1% | -25.2% | +157.3% | +127.3% |
| All | +908.2% | -19.3% | +927.5% | +896.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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