+82.7%
APO vs BB
-16.9%
+99.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +8.1% | +11.6% | -3.5% | +5.8% |
| 30D | +3.4% | +2.6% | +0.9% | +2.3% |
| 3M | -6.6% | +3.5% | -10.1% | -8.4% |
| 6M | -7.1% | +43.5% | -50.6% | -18.2% |
| YTD | -14.1% | +141.2% | -155.3% | -34.1% |
| 1Y | -4.7% | +97.4% | -102.1% | -23.5% |
| 3Y | +51.3% | +151.1% | -99.8% | +6.4% |
| 5Y | +82.7% | -12.8% | +95.5% | +76.0% |
| All | +82.7% | -16.9% | +99.6% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling