+1,804.4%
APO vs BHP
+151.6%
+1,652.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | -2.9% | +1.9% | +0.3% |
| 30D | +3.5% | +3.4% | +0.1% | +1.6% |
| 3M | +4.5% | +4.1% | +0.5% | +1.7% |
| 6M | +22.8% | +20.6% | +2.2% | +10.7% |
| YTD | -6.5% | +56.1% | -62.6% | -26.0% |
| 1Y | +0.8% | +69.6% | -68.8% | -23.5% |
| 3Y | +62.0% | +78.8% | -16.9% | +17.2% |
| 5Y | +138.2% | +113.1% | +25.2% | +53.8% |
| 10Y | +940.3% | +505.9% | +434.4% | +307.9% |
| All | +1,804.4% | +151.6% | +1,652.8% | +937.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling