+916.7%
APO vs BDX
+59.3%
+857.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -3.5% | -3.2% | -0.3% | -2.2% |
| 30D | -6.6% | -2.5% | -4.0% | -5.6% |
| 3M | -3.3% | +21.4% | -24.7% | -11.6% |
| 6M | +22.6% | +10.4% | +12.2% | +16.5% |
| YTD | -9.8% | +18.8% | -28.6% | -17.4% |
| 1Y | -3.9% | +21.7% | -25.6% | -13.1% |
| 3Y | +52.5% | -10.0% | +62.4% | +55.3% |
| 5Y | +134.0% | -1.8% | +135.8% | +125.0% |
| All | +916.7% | +59.3% | +857.4% | +736.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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