+214.3%
APO vs BBAI
-70.8%
+285.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.5% |
| 7D | -1.0% | -4.3% | +3.2% | -0.9% |
| 30D | +3.5% | -3.6% | +7.1% | +3.6% |
| 3M | +4.5% | -38.8% | +43.3% | +5.9% |
| 6M | +22.8% | -23.8% | +46.5% | +23.4% |
| YTD | -6.5% | -45.9% | +39.4% | -5.2% |
| 1Y | +0.8% | -40.8% | +41.6% | +1.7% |
| 3Y | +62.0% | +69.8% | -7.8% | +57.5% |
| 5Y | +138.2% | -70.3% | +208.6% | +138.0% |
| All | +214.3% | -70.8% | +285.1% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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