+436.7%
GE vs APO
+134.3%
+302.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.1% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -9.5% | +3.9% | -13.4% | -11.1% |
| 3M | +4.1% | +3.8% | +0.4% | +2.0% |
| 6M | +3.9% | +22.3% | -18.4% | -5.4% |
| YTD | +9.0% | -7.8% | +16.8% | +10.7% |
| 1Y | +21.9% | -0.3% | +22.3% | +18.8% |
| 3Y | +281.8% | +57.1% | +224.7% | +194.9% |
| 5Y | +436.7% | +137.0% | +299.8% | +228.3% |
| All | +436.7% | +134.3% | +302.4% | +228.3% |
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