+229.9%
APO vs GRAB
-72.7%
+302.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -0.6% |
| 7D | +0.1% | -6.1% | +6.2% | +1.1% |
| 30D | +3.9% | -11.2% | +15.1% | +5.9% |
| 3M | +3.8% | -2.4% | +6.2% | +4.0% |
| 6M | +22.3% | -18.3% | +40.6% | +26.0% |
| YTD | -7.8% | -34.9% | +27.1% | -1.7% |
| 1Y | -0.3% | -37.4% | +37.0% | +6.6% |
| 3Y | +57.1% | -12.6% | +69.8% | +57.6% |
| 5Y | +137.0% | -69.7% | +206.7% | +135.9% |
| All | +229.9% | -72.7% | +302.6% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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