+137.0%
APO vs GSK
+46.9%
+90.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.1% |
| 7D | +0.1% | -4.2% | +4.3% | +0.5% |
| 30D | +3.9% | -7.5% | +11.4% | +4.7% |
| 3M | +3.8% | -3.3% | +7.0% | +4.0% |
| 6M | +22.3% | -9.3% | +31.6% | +23.3% |
| YTD | -7.8% | +1.6% | -9.4% | -8.3% |
| 1Y | -0.3% | +25.5% | -25.8% | -3.6% |
| 3Y | +57.1% | +49.3% | +7.9% | +44.7% |
| 5Y | +137.0% | +46.7% | +90.3% | +105.3% |
| All | +137.0% | +46.9% | +90.1% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling