+895.2%
APO vs GPC
+93.7%
+801.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.3% | +3.5% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | +3.0% | -1.1% | +4.1% | +3.5% |
| 3M | -3.7% | -6.6% | +2.9% | -0.5% |
| 6M | -7.5% | +22.2% | -29.7% | -18.3% |
| YTD | -14.5% | +5.1% | -19.6% | -19.6% |
| 1Y | -6.2% | +2.8% | -9.0% | -10.7% |
| 3Y | +51.9% | +2.4% | +49.5% | +36.8% |
| 5Y | +76.5% | +7.8% | +68.7% | +51.9% |
| 10Y | +895.2% | +87.2% | +808.0% | +446.6% |
| All | +895.2% | +93.7% | +801.5% | +446.6% |
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