+103.2%
GLD vs APO
+43.9%
+59.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.8% |
| 7D | +4.7% | +0.8% | +3.9% | +4.7% |
| 30D | -0.9% | +1.0% | -1.9% | -0.9% |
| 3M | -4.4% | -8.4% | +4.0% | -4.3% |
| 6M | -13.6% | -9.1% | -4.5% | -13.5% |
| YTD | -6.0% | -18.3% | +12.3% | -5.9% |
| 1Y | +1.8% | -8.0% | +9.7% | +2.0% |
| 3Y | +103.2% | +47.1% | +56.1% | +95.2% |
| All | +103.2% | +43.9% | +59.3% | +95.2% |
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