+438.8%
GS vs APO
+837.1%
-398.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.5% |
| 7D | +5.9% | +5.8% | +0.1% | +3.2% |
| 30D | +4.3% | +8.9% | -4.6% | +0.2% |
| 3M | -11.7% | -13.6% | +2.0% | -5.9% |
| 6M | -3.2% | -5.4% | +2.2% | -1.5% |
| YTD | +5.8% | -13.6% | +19.4% | +11.1% |
| 1Y | +16.0% | -2.5% | +18.5% | +15.1% |
| 3Y | +199.8% | +50.9% | +148.9% | +139.1% |
| 5Y | +155.5% | +81.4% | +74.1% | +80.2% |
| All | +438.8% | +837.1% | -398.3% | +79.0% |
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