+396.0%
GE vs APO
+75.6%
+320.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.7% | -0.9% | +1.9% |
| 7D | +6.3% | +2.3% | +4.0% | +5.1% |
| 30D | +8.9% | +3.0% | +5.9% | +7.4% |
| 3M | -9.2% | -3.7% | -5.5% | -8.4% |
| 6M | +13.2% | -7.5% | +20.7% | +15.6% |
| YTD | +9.4% | -14.5% | +23.9% | +14.2% |
| 1Y | +9.8% | -6.2% | +15.9% | +9.7% |
| 3Y | +278.2% | +51.9% | +226.3% | +191.5% |
| 5Y | +396.0% | +76.5% | +319.6% | +235.3% |
| All | +396.0% | +75.6% | +320.5% | +235.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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