-4.4%
APO vs BIDU
-34.6%
+30.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.5% | +3.6% | +7.5% |
| 7D | +8.2% | +1.2% | +7.0% | +8.0% |
| 30D | +6.4% | -7.5% | +14.0% | +7.3% |
| 3M | -7.4% | -28.6% | +21.1% | -4.5% |
| 6M | -4.2% | -36.9% | +32.7% | -0.5% |
| YTD | -14.1% | -38.4% | +24.3% | -10.7% |
| 1Y | -4.4% | -35.7% | +31.3% | -0.8% |
| All | -4.4% | -34.6% | +30.2% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling