+946.8%
APO vs GPC
+79.8%
+867.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | +0.1% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +3.9% | -0.4% | +4.3% | +4.1% |
| 3M | +3.8% | +39.2% | -35.4% | -14.0% |
| 6M | +22.3% | +18.2% | +4.1% | +10.1% |
| YTD | -7.8% | +12.1% | -19.9% | -15.9% |
| 1Y | -0.3% | -0.7% | +0.3% | -2.9% |
| 3Y | +57.1% | -1.7% | +58.8% | +46.1% |
| 5Y | +137.0% | +29.3% | +107.7% | +84.4% |
| 10Y | +946.8% | +80.7% | +866.2% | +492.8% |
| All | +946.8% | +79.8% | +867.0% | +492.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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