+837.6%
GLW vs APO
+948.0%
-110.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.4% | +8.9% | +8.1% |
| 7D | +14.0% | +0.1% | +13.9% | +13.9% |
| 30D | +0.4% | +3.9% | -3.5% | -1.7% |
| 3M | -11.3% | +3.8% | -15.1% | -13.8% |
| 6M | +35.1% | +22.3% | +12.8% | +22.1% |
| YTD | +90.5% | -7.8% | +98.3% | +91.3% |
| 1Y | +132.0% | -0.3% | +132.4% | +124.6% |
| 3Y | +463.3% | +57.1% | +406.2% | +334.0% |
| 5Y | +382.5% | +137.0% | +245.5% | +197.2% |
| 10Y | +837.6% | +946.8% | -109.2% | +233.7% |
| All | +837.6% | +948.0% | -110.3% | +233.7% |
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