+39.4%
GM vs APO
-5.6%
+45.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.1% | -3.5% | +1.8% |
| 7D | +12.1% | +8.2% | +3.9% | +9.0% |
| 30D | +15.2% | +6.4% | +8.8% | +12.5% |
| 3M | +4.9% | -7.4% | +12.3% | +7.1% |
| 6M | +22.6% | -4.2% | +26.8% | +23.4% |
| YTD | +14.4% | -14.1% | +28.5% | +21.5% |
| 1Y | +39.4% | -4.4% | +43.8% | +40.2% |
| All | +39.4% | -5.6% | +45.1% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling