+212.2%
GLD vs APO
+903.0%
-690.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.7% | -2.8% | +1.8% |
| 7D | +4.9% | +2.3% | +2.7% | +4.9% |
| 30D | -1.3% | +3.0% | -4.3% | -1.3% |
| 3M | -4.8% | -3.7% | -1.0% | -4.8% |
| 6M | -12.5% | -7.5% | -5.0% | -12.5% |
| YTD | -4.2% | -14.5% | +10.3% | -4.2% |
| 1Y | +3.0% | -6.2% | +9.2% | +3.1% |
| 3Y | +109.1% | +51.9% | +57.2% | +108.5% |
| 5Y | +121.6% | +76.5% | +45.1% | +120.4% |
| 10Y | +212.2% | +895.2% | -683.0% | +239.4% |
| All | +212.2% | +903.0% | -690.8% | +239.4% |
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