+159.7%
GILD vs APO
+945.2%
-785.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | -4.8% | -3.5% | -1.3% | -4.4% |
| 30D | +5.8% | -6.6% | +12.3% | +6.7% |
| 3M | +14.9% | -3.3% | +18.2% | +15.2% |
| 6M | -0.4% | +22.6% | -22.9% | -3.5% |
| YTD | +18.5% | -9.8% | +28.3% | +19.3% |
| 1Y | +25.1% | -3.9% | +29.0% | +24.5% |
| 3Y | +105.9% | +52.5% | +53.4% | +86.8% |
| 5Y | +143.0% | +134.0% | +9.0% | +100.8% |
| All | +159.7% | +945.2% | -785.5% | +72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling