+1,651.7%
APO vs BB
-83.7%
+1,735.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | -0.3% |
| 7D | +0.2% | +7.3% | -7.2% | -1.0% |
| 30D | +3.1% | +11.2% | -8.1% | +0.9% |
| 3M | -12.0% | +4.7% | -16.7% | -13.5% |
| 6M | -5.0% | +51.1% | -56.1% | -14.0% |
| YTD | -14.0% | +148.0% | -162.0% | -28.9% |
| 1Y | -5.9% | +106.1% | -112.1% | -20.0% |
| 3Y | +51.6% | +158.2% | -106.7% | +18.6% |
| 5Y | +80.8% | -10.8% | +91.6% | +62.9% |
| 10Y | +839.9% | +29.3% | +810.6% | +563.9% |
| All | +1,651.7% | -83.7% | +1,735.4% | +1,223.1% |
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