+231.1%
GM vs APO
+945.2%
-714.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -2.4% | -3.5% | +1.1% | -0.9% |
| 30D | -1.1% | -6.6% | +5.4% | +1.8% |
| 3M | +6.1% | -3.3% | +9.4% | +7.0% |
| 6M | +15.0% | +22.6% | -7.6% | +3.1% |
| YTD | +6.0% | -9.8% | +15.8% | +9.0% |
| 1Y | +47.1% | -3.9% | +51.0% | +45.7% |
| 3Y | +170.5% | +52.5% | +118.0% | +103.2% |
| 5Y | +80.5% | +134.0% | -53.5% | +6.7% |
| All | +231.1% | +945.2% | -714.2% | -0.1% |
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