+853.3%
APO vs BHP
+333.8%
+519.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.4% |
| 7D | +5.8% | -0.5% | +6.3% | +6.0% |
| 30D | +8.9% | -4.5% | +13.4% | +11.3% |
| 3M | -13.6% | -6.9% | -6.8% | -11.0% |
| 6M | -5.4% | -10.6% | +5.2% | -1.5% |
| YTD | -13.6% | +37.2% | -50.8% | -29.3% |
| 1Y | -2.5% | +48.0% | -50.5% | -23.4% |
| 3Y | +50.9% | +52.6% | -1.7% | +13.1% |
| 5Y | +81.4% | +116.5% | -35.1% | +6.9% |
| All | +853.3% | +333.8% | +519.6% | +283.1% |
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