+357.9%
APO vs BBIO
+136.9%
+221.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.7% | +2.4% | -1.8% |
| 7D | -4.9% | -3.9% | -1.0% | -4.4% |
| 30D | -8.4% | -13.4% | +4.9% | -6.9% |
| 3M | -2.1% | +7.6% | -9.6% | -3.2% |
| 6M | +19.2% | -2.4% | +21.7% | +19.0% |
| YTD | -10.5% | -5.2% | -5.3% | -10.7% |
| 1Y | -2.7% | +36.9% | -39.6% | -7.3% |
| 3Y | +52.5% | +155.2% | -102.7% | +31.8% |
| 5Y | +132.1% | +44.0% | +88.1% | +78.3% |
| All | +357.9% | +136.9% | +221.0% | +194.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling