+457.2%
GS vs APO
+890.3%
-433.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +1.6% | +8.1% | -6.5% | -1.9% |
| 30D | +1.7% | +3.4% | -1.8% | -0.1% |
| 3M | -11.6% | -6.6% | -4.9% | -9.2% |
| 6M | -1.9% | -7.1% | +5.2% | +0.6% |
| YTD | +5.1% | -14.1% | +19.2% | +10.6% |
| 1Y | +16.4% | -4.7% | +21.1% | +16.7% |
| 3Y | +199.0% | +51.3% | +147.6% | +138.2% |
| 5Y | +157.4% | +82.7% | +74.7% | +81.0% |
| 10Y | +457.2% | +845.7% | -388.5% | +91.1% |
| All | +457.2% | +890.3% | -433.1% | +91.1% |
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