+620.7%
GEV vs APO
+21.2%
+599.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +3.3% | -1.0% | +4.3% | +3.8% |
| 30D | -7.5% | +3.5% | -10.9% | -9.6% |
| 3M | -2.2% | +4.5% | -6.7% | -5.3% |
| 6M | +12.1% | +22.8% | -10.7% | -2.0% |
| YTD | +44.4% | -6.5% | +50.9% | +47.5% |
| 1Y | +57.7% | +0.8% | +56.8% | +51.6% |
| All | +620.7% | +21.2% | +599.6% | +532.3% |
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