+837.0%
APO vs BBWI
-48.2%
+885.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.5% |
| 7D | +3.5% | -4.5% | +8.0% | +4.7% |
| 30D | +4.4% | +17.1% | -12.8% | 0.0% |
| 3M | -12.1% | +17.5% | -29.5% | -16.4% |
| 6M | -7.2% | +12.8% | -20.1% | -12.0% |
| YTD | -15.1% | +8.2% | -23.3% | -19.4% |
| 1Y | -7.7% | -1.8% | -5.8% | -11.4% |
| 3Y | +49.6% | -25.8% | +75.4% | +47.9% |
| 5Y | +78.3% | -68.0% | +146.3% | +112.1% |
| All | +837.0% | -48.2% | +885.2% | +636.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling