+60.7%
APO vs KGC
+562.0%
-501.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -1.0% | -1.3% | +0.3% | -0.9% |
| 30D | +3.5% | +20.3% | -16.8% | +1.8% |
| 3M | +4.5% | +8.1% | -3.5% | +3.6% |
| 6M | +22.8% | -8.8% | +31.5% | +23.0% |
| YTD | -6.5% | +10.1% | -16.6% | -8.9% |
| 1Y | +0.8% | +44.2% | -43.4% | -5.3% |
| All | +60.7% | +562.0% | -501.3% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 3y: compounded portfolio wealth divided by compounded KGC 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…
3y analysis · Full analysis span regression · 6 months rolling