+376.5%
GE vs APO
+1,604.8%
-1,228.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +4.0% | +0.2% | +3.9% | +4.0% |
| 30D | +11.1% | +3.1% | +7.9% | +9.6% |
| 3M | -6.7% | -12.0% | +5.2% | -2.6% |
| 6M | +14.3% | -5.0% | +19.2% | +15.4% |
| YTD | +11.7% | -14.0% | +25.7% | +15.8% |
| 1Y | +10.9% | -5.9% | +16.8% | +10.8% |
| 3Y | +279.0% | +51.6% | +227.4% | +207.1% |
| 5Y | +427.0% | +80.8% | +346.2% | +286.8% |
| 10Y | +158.6% | +839.9% | -681.4% | +8.8% |
| All | +376.5% | +1,604.8% | -1,228.3% | +60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling