-2.5%
APO vs BAH
+5.1%
-7.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +5.8% | +1.7% | +4.0% | +5.4% |
| 30D | +8.9% | +20.8% | -11.9% | +4.3% |
| 3M | -13.6% | +11.6% | -25.2% | -15.8% |
| 6M | -5.4% | +23.1% | -28.5% | -10.1% |
| YTD | -13.6% | +5.3% | -18.9% | -14.6% |
| 1Y | -2.5% | +6.1% | -8.6% | -4.4% |
| All | -2.5% | +5.1% | -7.6% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling