+1,804.4%
APO vs GPC
+308.7%
+1,495.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.2% |
| 7D | -1.0% | +1.2% | -2.2% | -1.7% |
| 30D | +3.5% | +6.0% | -2.5% | +0.2% |
| 3M | +4.5% | +42.6% | -38.1% | -15.1% |
| 6M | +22.8% | +22.8% | 0.0% | +7.8% |
| YTD | -6.5% | +15.5% | -22.0% | -16.4% |
| 1Y | +0.8% | +2.0% | -1.2% | -3.4% |
| 3Y | +62.0% | -1.4% | +63.4% | +50.2% |
| 5Y | +138.2% | +30.6% | +107.7% | +84.2% |
| 10Y | +940.3% | +80.6% | +859.7% | +504.0% |
| All | +1,804.4% | +308.7% | +1,495.7% | +549.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling