+1,777.9%
APO vs BDX
+279.8%
+1,498.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | 0.0% |
| 7D | +0.1% | -4.3% | +4.4% | +2.1% |
| 30D | +3.9% | +1.3% | +2.6% | +3.2% |
| 3M | +3.8% | +20.2% | -16.5% | -5.5% |
| 6M | +22.3% | +8.6% | +13.7% | +16.6% |
| YTD | -7.8% | +19.0% | -26.8% | -16.3% |
| 1Y | -0.3% | +21.2% | -21.5% | -10.6% |
| 3Y | +57.1% | -9.7% | +66.8% | +59.4% |
| 5Y | +137.0% | -3.4% | +140.4% | +128.7% |
| 10Y | +946.8% | +53.9% | +893.0% | +647.1% |
| All | +1,777.9% | +279.8% | +1,498.1% | +605.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling