+1,648.7%
APO vs BAX
+21.2%
+1,627.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +8.1% | +3.6% | +4.4% | +6.7% |
| 30D | +3.4% | +8.5% | -5.1% | -0.5% |
| 3M | -6.6% | -4.9% | -1.8% | -5.2% |
| 6M | -7.1% | +47.0% | -54.1% | -22.7% |
| YTD | -14.1% | +38.4% | -52.6% | -28.2% |
| 1Y | -4.7% | +49.1% | -53.8% | -23.3% |
| 3Y | +51.3% | -14.9% | +66.2% | +47.8% |
| 5Y | +82.7% | -63.1% | +145.8% | +175.3% |
| 10Y | +845.7% | -35.6% | +881.3% | +935.0% |
| All | +1,648.7% | +21.2% | +1,627.5% | +1,208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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