+1,766.1%
APO vs GNRC
+1,311.5%
+454.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | -0.1% |
| 7D | -1.0% | +3.2% | -4.2% | -1.9% |
| 30D | -0.4% | -9.5% | +9.1% | +2.3% |
| 3M | -0.9% | -28.5% | +27.7% | +7.8% |
| 6M | +22.1% | -10.0% | +32.1% | +22.5% |
| YTD | -8.4% | +36.7% | -45.1% | -19.8% |
| 1Y | -0.9% | +2.6% | -3.5% | -6.4% |
| 3Y | +56.1% | +61.9% | -5.8% | +24.9% |
| 5Y | +136.0% | -59.0% | +195.0% | +161.2% |
| 10Y | +949.3% | +444.8% | +504.5% | +446.5% |
| All | +1,766.1% | +1,311.5% | +454.6% | +642.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling