+51.3%
GEV vs APO
-2.1%
+53.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | +1.6% | -3.5% | +5.1% | +2.4% |
| 30D | -7.9% | -6.6% | -1.4% | -6.8% |
| 3M | +5.6% | -3.3% | +8.9% | +5.9% |
| 6M | +13.1% | +22.6% | -9.5% | +8.9% |
| YTD | +46.7% | -9.8% | +56.5% | +53.2% |
| 1Y | +51.3% | -3.9% | +55.2% | +50.2% |
| All | +51.3% | -2.1% | +53.4% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling