+37.4%
GILD vs APO
+1.9%
+35.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.2% |
| 7D | +3.6% | -1.0% | +4.7% | +3.6% |
| 30D | +14.6% | +3.5% | +11.1% | +14.7% |
| 3M | +17.7% | +4.5% | +13.1% | +18.0% |
| 6M | +3.1% | +22.8% | -19.7% | +3.6% |
| YTD | +24.5% | -6.5% | +31.0% | +24.2% |
| 1Y | +37.4% | +0.8% | +36.6% | +36.8% |
| All | +37.4% | +1.9% | +35.5% | +36.8% |
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