+916.7%
APO vs GSK
+80.1%
+836.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | -3.5% | 0.0% | -2.3% |
| 30D | -6.6% | -3.4% | -3.1% | -5.5% |
| 3M | -3.3% | -8.1% | +4.9% | -0.8% |
| 6M | +22.6% | -11.1% | +33.7% | +26.9% |
| YTD | -9.8% | +0.7% | -10.5% | -11.3% |
| 1Y | -3.9% | +20.1% | -24.0% | -12.3% |
| 3Y | +52.5% | +46.1% | +6.3% | +22.2% |
| 5Y | +134.0% | +48.2% | +85.8% | +79.1% |
| All | +916.7% | +80.1% | +836.6% | +594.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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