+137.9%
APO vs GPC
+30.9%
+107.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.1% |
| 7D | -1.0% | +1.2% | -2.2% | -1.5% |
| 30D | +3.5% | +6.0% | -2.5% | +1.1% |
| 3M | +4.5% | +42.6% | -38.1% | -10.7% |
| 6M | +22.8% | +22.8% | 0.0% | +11.6% |
| YTD | -6.5% | +15.5% | -22.0% | -14.0% |
| 1Y | +0.8% | +2.0% | -1.2% | -1.6% |
| 3Y | +62.0% | -1.4% | +63.4% | +54.0% |
| All | +137.9% | +30.9% | +107.0% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling