+1,777.9%
APO vs BG
+155.8%
+1,622.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.8% | -3.0% |
| 7D | +0.1% | +2.4% | -2.3% | -0.9% |
| 30D | +3.9% | +15.0% | -11.2% | -1.7% |
| 3M | +3.8% | -0.7% | +4.4% | +3.2% |
| 6M | +22.3% | +7.5% | +14.8% | +17.0% |
| YTD | -7.8% | +41.6% | -49.4% | -21.2% |
| 1Y | -0.3% | +50.7% | -51.0% | -17.6% |
| 3Y | +57.1% | +20.3% | +36.8% | +38.9% |
| 5Y | +137.0% | +85.2% | +51.7% | +69.4% |
| 10Y | +946.8% | +160.6% | +786.2% | +472.0% |
| All | +1,777.9% | +155.8% | +1,622.1% | +848.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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