-0.3%
APO vs BAH
-27.4%
+27.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.2% |
| 7D | +0.1% | -4.3% | +4.4% | +1.0% |
| 30D | +3.9% | -4.5% | +8.3% | +4.9% |
| 3M | +3.8% | -7.6% | +11.4% | +5.3% |
| 6M | +22.3% | -10.6% | +32.9% | +24.3% |
| YTD | -7.8% | -12.6% | +4.8% | -5.1% |
| 1Y | -0.3% | -27.0% | +26.7% | +0.8% |
| All | -0.3% | -27.4% | +27.1% | +0.8% |
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