+105.9%
GILD vs APO
+52.1%
+53.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | -4.8% | -3.5% | -1.3% | -4.6% |
| 30D | +5.8% | -6.6% | +12.3% | +6.2% |
| 3M | +14.9% | -3.3% | +18.2% | +15.1% |
| 6M | -0.4% | +22.6% | -22.9% | -1.8% |
| YTD | +18.5% | -9.8% | +28.3% | +19.2% |
| 1Y | +25.1% | -3.9% | +29.0% | +24.9% |
| 3Y | +105.9% | +52.5% | +53.4% | +92.9% |
| All | +105.9% | +52.1% | +53.8% | +92.9% |
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