+129.2%
APO vs GNRC
-58.7%
+187.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | 0.0% |
| 7D | -3.5% | -0.2% | -3.3% | -3.5% |
| 30D | -6.6% | -15.7% | +9.2% | -2.3% |
| 3M | -3.3% | -27.3% | +24.1% | +4.5% |
| 6M | +22.6% | -12.1% | +34.6% | +23.5% |
| YTD | -9.8% | +37.1% | -46.9% | -21.4% |
| 1Y | -3.9% | -0.5% | -3.4% | -8.5% |
| 3Y | +52.5% | +61.5% | -9.1% | +20.7% |
| All | +129.2% | -58.7% | +187.9% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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