-5.9%
APO vs BB
+103.9%
-109.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | 0.0% |
| 7D | +0.2% | +7.3% | -7.2% | -0.3% |
| 30D | +3.1% | +11.2% | -8.1% | +2.2% |
| 3M | -12.0% | +4.7% | -16.7% | -12.6% |
| 6M | -5.0% | +51.1% | -56.1% | -12.1% |
| YTD | -14.0% | +148.0% | -162.0% | -29.9% |
| 1Y | -5.9% | +106.1% | -112.1% | -20.4% |
| All | -5.9% | +103.9% | -109.8% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling