+1,563.3%
APO vs GPC
+263.4%
+1,299.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.3% |
| 7D | +0.8% | +1.6% | -0.8% | +0.1% |
| 30D | +1.0% | -2.1% | +3.1% | +2.0% |
| 3M | -8.4% | -6.8% | -1.6% | -5.2% |
| 6M | -9.1% | +18.6% | -27.7% | -18.8% |
| YTD | -18.3% | +2.7% | -21.0% | -22.4% |
| 1Y | -8.0% | +1.8% | -9.8% | -12.3% |
| 3Y | +47.1% | +1.1% | +46.0% | +33.1% |
| 5Y | +67.2% | +4.1% | +63.1% | +47.0% |
| 10Y | +871.8% | +88.2% | +783.6% | +444.7% |
| All | +1,563.3% | +263.4% | +1,299.9% | +502.6% |
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