+932.4%
APO vs BEN
+58.8%
+873.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.3% |
| 7D | -1.0% | +3.4% | -4.4% | -3.0% |
| 30D | -0.4% | +1.8% | -2.2% | -1.5% |
| 3M | -0.9% | +8.4% | -9.3% | -5.6% |
| 6M | +22.1% | +35.6% | -13.5% | +1.5% |
| YTD | -8.4% | +46.4% | -54.7% | -27.0% |
| 1Y | -0.9% | +46.3% | -47.3% | -21.3% |
| 3Y | +56.1% | +54.6% | +1.5% | +15.9% |
| 5Y | +136.0% | +39.4% | +96.6% | +82.9% |
| All | +932.4% | +58.8% | +873.6% | +575.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling