+80.8%
APO vs BEN
+32.3%
+48.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | +0.2% | +7.2% | -7.0% | -4.3% |
| 30D | +3.1% | +14.1% | -11.0% | -5.4% |
| 3M | -12.0% | +9.9% | -21.9% | -17.4% |
| 6M | -5.0% | +17.4% | -22.4% | -14.6% |
| YTD | -14.0% | +57.3% | -71.3% | -36.1% |
| 1Y | -5.9% | +66.9% | -72.9% | -32.7% |
| 3Y | +51.6% | +85.7% | -34.1% | -4.9% |
| 5Y | +80.8% | +31.2% | +49.6% | +38.4% |
| All | +80.8% | +32.3% | +48.5% | +38.4% |
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