+521.8%
GLW vs APO
+890.3%
-368.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -11.1% | +8.1% | -19.2% | -13.7% |
| 30D | -28.4% | +3.4% | -31.9% | -29.6% |
| 3M | -28.8% | -6.6% | -22.2% | -27.5% |
| 6M | -39.8% | -7.1% | -32.7% | -39.2% |
| YTD | +28.7% | -14.1% | +42.9% | +32.4% |
| 1Y | +27.7% | -4.7% | +32.4% | +25.9% |
| 3Y | +331.3% | +51.3% | +280.0% | +236.3% |
| 5Y | +233.4% | +82.7% | +150.7% | +129.4% |
| 10Y | +521.8% | +845.7% | -323.9% | +120.3% |
| All | +521.8% | +890.3% | -368.5% | +120.3% |
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