+137.0%
APO vs BEN
+42.4%
+94.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | +0.1% | +4.7% | -4.6% | -2.8% |
| 30D | +3.9% | +2.6% | +1.3% | +2.1% |
| 3M | +3.8% | +11.5% | -7.7% | -3.1% |
| 6M | +22.3% | +35.3% | -13.0% | +0.7% |
| YTD | -7.8% | +48.6% | -56.4% | -28.1% |
| 1Y | -0.3% | +46.7% | -47.0% | -22.0% |
| 3Y | +57.1% | +57.0% | +0.1% | +12.8% |
| 5Y | +137.0% | +41.8% | +95.1% | +75.2% |
| All | +137.0% | +42.4% | +94.6% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling