+1,628.9%
APO vs BAX
+18.1%
+1,610.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.4% |
| 7D | +3.5% | +0.4% | +3.1% | +3.4% |
| 30D | +4.4% | +3.4% | +0.9% | +2.4% |
| 3M | -12.1% | -4.5% | -7.6% | -10.9% |
| 6M | -7.2% | +44.0% | -51.3% | -22.2% |
| YTD | -15.1% | +34.9% | -50.0% | -28.3% |
| 1Y | -7.7% | +37.9% | -45.6% | -23.0% |
| 3Y | +49.6% | -17.1% | +66.7% | +47.7% |
| 5Y | +78.3% | -64.3% | +142.5% | +172.4% |
| 10Y | +827.7% | -35.9% | +863.6% | +914.5% |
| All | +1,628.9% | +18.1% | +1,610.8% | +1,208.0% |
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