+67.9%
APO vs GLDM
+126.2%
-58.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.5% |
| 7D | -1.1% | +1.9% | -3.0% | -1.2% |
| 30D | +1.1% | -1.7% | +2.8% | +1.1% |
| 3M | -9.2% | -3.5% | -5.7% | -9.2% |
| 6M | -9.2% | -10.1% | +0.8% | -9.1% |
| YTD | -18.0% | -5.0% | -12.9% | -18.1% |
| 1Y | -10.9% | +2.8% | -13.6% | -11.1% |
| 3Y | +44.4% | +105.1% | -60.7% | +35.2% |
| 5Y | +67.9% | +124.3% | -56.4% | +42.3% |
| All | +67.9% | +126.2% | -58.3% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling