+916.7%
APO vs GPN
+28.2%
+888.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -3.5% | -4.6% | +1.1% | -1.1% |
| 30D | -6.6% | -0.3% | -6.3% | -6.6% |
| 3M | -3.3% | +35.4% | -38.7% | -19.4% |
| 6M | +22.6% | +21.7% | +0.9% | +7.4% |
| YTD | -9.8% | +14.9% | -24.7% | -19.3% |
| 1Y | -3.9% | +3.2% | -7.1% | -9.1% |
| 3Y | +52.5% | -27.1% | +79.6% | +69.9% |
| 5Y | +134.0% | -44.4% | +178.4% | +194.5% |
| All | +916.7% | +28.2% | +888.5% | +833.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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