+478.5%
GS vs APO
+903.0%
-424.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +2.5% |
| 7D | +0.8% | +2.3% | -1.5% | -0.3% |
| 30D | +1.2% | +3.0% | -1.8% | -0.3% |
| 3M | -12.4% | -3.7% | -8.7% | -11.4% |
| 6M | -2.3% | -7.5% | +5.2% | +0.3% |
| YTD | +4.6% | -14.5% | +19.1% | +10.4% |
| 1Y | +17.5% | -6.2% | +23.7% | +18.6% |
| 3Y | +202.0% | +51.9% | +150.1% | +140.1% |
| 5Y | +152.4% | +76.5% | +75.9% | +80.1% |
| 10Y | +478.5% | +895.2% | -416.7% | +85.1% |
| All | +478.5% | +903.0% | -424.5% | +85.1% |
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