+14.5%
GS vs APO
-4.8%
+19.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +1.6% | +8.1% | -6.5% | -1.5% |
| 30D | +1.7% | +3.4% | -1.8% | +0.2% |
| 3M | -11.6% | -6.6% | -4.9% | -9.6% |
| 6M | -1.9% | -7.1% | +5.2% | +0.2% |
| YTD | +5.1% | -14.1% | +19.2% | +11.9% |
| All | +14.5% | -4.8% | +19.3% | +17.2% |
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