+129.2%
APO vs BBIO
+42.7%
+86.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.5% | -3.2% | -0.3% | -3.2% |
| 30D | -6.6% | -13.6% | +7.0% | -5.2% |
| 3M | -3.3% | +7.2% | -10.5% | -4.2% |
| 6M | +22.6% | +1.5% | +21.1% | +21.9% |
| YTD | -9.8% | -5.3% | -4.5% | -9.9% |
| 1Y | -3.9% | +37.7% | -41.6% | -7.9% |
| 3Y | +52.5% | +153.9% | -101.4% | +34.7% |
| All | +129.2% | +42.7% | +86.4% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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