+342.1%
GLW vs APO
+138.1%
+204.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +5.9% |
| 7D | +3.8% | -1.0% | +4.8% | +4.1% |
| 30D | -1.3% | +3.5% | -4.8% | -2.9% |
| 3M | -21.8% | +4.5% | -26.3% | -23.7% |
| 6M | +6.9% | +22.8% | -15.9% | -1.9% |
| YTD | +77.2% | -6.5% | +83.7% | +77.8% |
| 1Y | +123.2% | +0.8% | +122.4% | +117.0% |
| 3Y | +400.0% | +62.0% | +338.0% | +296.9% |
| All | +342.1% | +138.1% | +204.0% | +188.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling