+916.7%
APO vs BBY
+252.7%
+664.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.2% | -0.4% |
| 7D | -3.5% | +0.6% | -4.1% | -3.7% |
| 30D | -6.6% | +9.4% | -16.0% | -10.1% |
| 3M | -3.3% | +19.3% | -22.6% | -10.6% |
| 6M | +22.6% | +47.9% | -25.3% | +2.6% |
| YTD | -9.8% | +39.6% | -49.3% | -22.8% |
| 1Y | -3.9% | +22.2% | -26.1% | -13.7% |
| 3Y | +52.5% | +45.0% | +7.5% | +21.8% |
| 5Y | +134.0% | +2.6% | +131.4% | +108.6% |
| All | +916.7% | +252.7% | +664.0% | +534.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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