+908.2%
APO vs BEN
+56.7%
+851.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.6% |
| 7D | -4.9% | +0.3% | -5.2% | -5.1% |
| 30D | -8.4% | +0.9% | -9.3% | -9.0% |
| 3M | -2.1% | +9.2% | -11.2% | -7.1% |
| 6M | +19.2% | +36.8% | -17.5% | -1.3% |
| YTD | -10.5% | +44.4% | -54.9% | -28.1% |
| 1Y | -2.7% | +45.8% | -48.5% | -22.5% |
| 3Y | +52.5% | +52.5% | -0.1% | +14.1% |
| 5Y | +132.1% | +37.7% | +94.4% | +81.2% |
| All | +908.2% | +56.7% | +851.6% | +565.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling