-2.7%
APO vs GTLB
-1.8%
-0.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.5% |
| 7D | -4.9% | -4.1% | -0.8% | -4.5% |
| 30D | -8.4% | +12.3% | -20.8% | -9.5% |
| 3M | -2.1% | +65.9% | -68.0% | -5.8% |
| 6M | +19.2% | +104.0% | -84.7% | +10.8% |
| YTD | -10.5% | +26.0% | -36.6% | -14.7% |
| 1Y | -2.7% | -3.5% | +0.8% | -4.8% |
| All | -2.7% | -1.8% | -0.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 1y: compounded portfolio wealth divided by compounded GTLB 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…
1y analysis · Full analysis span regression · 6 months rolling