+514.9%
GEV vs APO
+11.9%
+502.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.7% |
| 7D | +3.7% | +5.8% | -2.0% | +1.0% |
| 30D | -14.7% | +8.9% | -23.6% | -19.0% |
| 3M | -23.4% | -13.6% | -9.8% | -18.1% |
| 6M | -24.3% | -5.4% | -18.9% | -23.5% |
| YTD | +23.2% | -13.6% | +36.8% | +30.1% |
| 1Y | +44.2% | -2.5% | +46.7% | +40.7% |
| All | +514.9% | +11.9% | +502.9% | +457.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling