+1,804.4%
APO vs BB
-86.6%
+1,891.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -5.6% | +4.6% | -0.1% |
| 30D | +3.5% | -11.8% | +15.3% | +5.5% |
| 3M | +4.5% | -25.5% | +30.1% | +8.2% |
| 6M | +22.8% | +121.3% | -98.5% | +4.1% |
| YTD | -6.5% | +103.2% | -109.7% | -19.5% |
| 1Y | +0.8% | +102.6% | -101.8% | -13.6% |
| 3Y | +62.0% | +37.5% | +24.5% | +41.0% |
| 5Y | +138.2% | -30.4% | +168.7% | +124.7% |
| 10Y | +940.3% | 0.0% | +940.3% | +669.9% |
| All | +1,804.4% | -86.6% | +1,891.0% | +1,398.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling