+368.0%
GE vs APO
+1,753.5%
-1,385.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -1.6% | -1.0% | -0.6% | -1.3% |
| 30D | -11.6% | +3.5% | -15.0% | -12.9% |
| 3M | +3.0% | +4.5% | -1.5% | +0.7% |
| 6M | -0.5% | +22.8% | -23.3% | -9.0% |
| YTD | +9.7% | -6.5% | +16.2% | +10.5% |
| 1Y | +20.0% | +0.8% | +19.2% | +16.5% |
| 3Y | +275.8% | +62.0% | +213.9% | +197.0% |
| 5Y | +429.1% | +138.2% | +290.8% | +250.1% |
| 10Y | +151.2% | +940.3% | -789.1% | +2.1% |
| All | +368.0% | +1,753.5% | -1,385.5% | +53.3% |
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 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