+132.1%
APO vs BDX
-3.5%
+135.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.5% | -1.7% |
| 7D | -4.9% | -5.4% | +0.5% | -3.0% |
| 30D | -8.4% | -2.2% | -6.3% | -7.8% |
| 3M | -2.1% | +20.1% | -22.1% | -8.6% |
| 6M | +19.2% | +9.1% | +10.2% | +15.2% |
| YTD | -10.5% | +17.9% | -28.4% | -16.5% |
| 1Y | -2.7% | +22.1% | -24.8% | -10.6% |
| 3Y | +52.5% | -10.5% | +63.0% | +57.4% |
| 5Y | +132.1% | -2.6% | +134.7% | +136.2% |
| All | +132.1% | -3.5% | +135.5% | +136.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling