+202.0%
GS vs APO
+50.3%
+151.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +2.4% |
| 7D | +0.8% | +2.3% | -1.5% | -0.3% |
| 30D | +1.2% | +3.0% | -1.8% | -0.4% |
| 3M | -12.4% | -3.7% | -8.7% | -11.3% |
| 6M | -2.3% | -7.5% | +5.2% | +0.4% |
| YTD | +4.6% | -14.5% | +19.1% | +11.1% |
| 1Y | +17.5% | -6.2% | +23.7% | +18.8% |
| 3Y | +202.0% | +51.9% | +150.1% | +157.4% |
| All | +202.0% | +50.3% | +151.7% | +157.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling