+132.1%
APO vs BBY
-1.6%
+133.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | -4.9% | +0.7% | -5.6% | -5.2% |
| 30D | -8.4% | +5.8% | -14.2% | -10.6% |
| 3M | -2.1% | +18.0% | -20.1% | -8.7% |
| 6M | +19.2% | +39.8% | -20.6% | +2.8% |
| YTD | -10.5% | +35.4% | -45.9% | -22.0% |
| 1Y | -2.7% | +21.4% | -24.1% | -11.9% |
| 3Y | +52.5% | +39.5% | +12.9% | +23.4% |
| 5Y | +132.1% | -0.5% | +132.6% | +95.8% |
| All | +132.1% | -1.6% | +133.7% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling