+949.3%
APO vs BAH
+186.6%
+762.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | -1.0% | -1.3% | +0.3% | -0.5% |
| 30D | -0.4% | -6.6% | +6.2% | +2.0% |
| 3M | -0.9% | -7.2% | +6.3% | +1.2% |
| 6M | +22.1% | -10.0% | +32.1% | +25.3% |
| YTD | -8.4% | -12.5% | +4.1% | -5.8% |
| 1Y | -0.9% | -27.9% | +27.0% | +8.5% |
| 3Y | +56.1% | -31.4% | +87.5% | +60.8% |
| 5Y | +136.0% | -3.2% | +139.2% | +98.0% |
| 10Y | +949.3% | +191.5% | +757.9% | +530.4% |
| All | +949.3% | +186.6% | +762.7% | +530.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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