+625.9%
GS vs APO
+1,526.1%
-900.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.5% | -1.9% | -4.4% |
| 7D | -6.3% | -1.1% | -5.2% | -6.0% |
| 30D | -3.1% | +1.1% | -4.3% | -3.8% |
| 3M | -17.7% | -9.2% | -8.4% | -14.5% |
| 6M | -4.6% | -9.2% | +4.7% | -1.3% |
| YTD | +0.3% | -18.0% | +18.3% | +7.5% |
| 1Y | +11.7% | -10.9% | +22.6% | +15.3% |
| 3Y | +183.6% | +44.4% | +139.1% | +133.5% |
| 5Y | +141.0% | +67.9% | +73.0% | +79.4% |
| 10Y | +507.4% | +876.2% | -368.7% | +107.6% |
| All | +625.9% | +1,526.1% | -900.2% | +71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling