+908.2%
APO vs BHP
+498.2%
+410.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.3% | +3.0% | +0.3% |
| 7D | -4.9% | -3.7% | -1.2% | -3.2% |
| 30D | -8.4% | -0.8% | -7.6% | -8.4% |
| 3M | -2.1% | +7.6% | -9.7% | -6.4% |
| 6M | +19.2% | +20.8% | -1.5% | +6.3% |
| YTD | -10.5% | +50.8% | -61.3% | -29.8% |
| 1Y | -2.7% | +70.9% | -73.6% | -28.8% |
| 3Y | +52.5% | +78.0% | -25.5% | +6.1% |
| 5Y | +132.1% | +113.1% | +19.0% | +40.0% |
| All | +908.2% | +498.2% | +410.0% | +275.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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