+307.7%
GLW vs APO
+43.9%
+263.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +2.7% |
| 7D | -13.9% | +0.8% | -14.7% | -14.2% |
| 30D | -35.0% | +1.0% | -36.0% | -35.2% |
| 3M | -32.4% | -8.4% | -24.0% | -31.3% |
| 6M | -41.3% | -9.1% | -32.2% | -40.6% |
| YTD | +21.8% | -18.3% | +40.2% | +27.1% |
| 1Y | +21.8% | -8.0% | +29.8% | +21.9% |
| 3Y | +307.7% | +47.1% | +260.6% | +264.6% |
| All | +307.7% | +43.9% | +263.8% | +264.6% |
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