+853.3%
APO vs GSK
+105.0%
+748.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | +5.8% | +1.1% | +4.6% | +5.4% |
| 30D | +8.9% | +6.3% | +2.6% | +6.6% |
| 3M | -13.6% | +1.8% | -15.5% | -14.3% |
| 6M | -5.4% | +1.7% | -7.0% | -6.4% |
| YTD | -13.6% | +6.5% | -20.2% | -16.8% |
| 1Y | -2.5% | +9.5% | -12.0% | -7.1% |
| 3Y | +50.9% | +65.3% | -14.4% | +14.1% |
| 5Y | +81.4% | +43.7% | +37.7% | +44.2% |
| All | +853.3% | +105.0% | +748.4% | +518.6% |
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