+908.2%
APO vs BB
-0.1%
+908.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.8% |
| 7D | -4.9% | -2.1% | -2.8% | -4.5% |
| 30D | -8.4% | -16.0% | +7.6% | -5.5% |
| 3M | -2.1% | -14.5% | +12.5% | -0.8% |
| 6M | +19.2% | +118.6% | -99.3% | -1.9% |
| YTD | -10.5% | +98.9% | -109.5% | -24.9% |
| 1Y | -2.7% | +99.5% | -102.2% | -19.0% |
| 3Y | +52.5% | +65.4% | -12.9% | +24.5% |
| 5Y | +132.1% | -27.6% | +159.7% | +115.1% |
| All | +908.2% | -0.1% | +908.4% | +503.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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