+47.1%
APO vs GLDM
+104.2%
-57.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +0.8% | +4.7% | -3.9% | +0.5% |
| 30D | +1.0% | -0.9% | +1.9% | +1.0% |
| 3M | -8.4% | -4.3% | -4.1% | -8.3% |
| 6M | -9.1% | -13.4% | +4.3% | -9.2% |
| YTD | -18.3% | -5.8% | -12.5% | -18.3% |
| 1Y | -8.0% | +2.1% | -10.0% | -7.6% |
| 3Y | +47.1% | +105.0% | -58.0% | +39.2% |
| All | +47.1% | +104.2% | -57.1% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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