+916.7%
APO vs BIDU
-48.7%
+965.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -3.5% | -8.1% | +4.6% | -1.6% |
| 30D | -6.6% | -12.8% | +6.3% | -3.8% |
| 3M | -3.3% | -21.3% | +18.0% | +1.7% |
| 6M | +22.6% | -27.0% | +49.6% | +30.1% |
| YTD | -9.8% | -30.0% | +20.3% | -3.8% |
| 1Y | -3.9% | -18.3% | +14.4% | -2.9% |
| 3Y | +52.5% | -33.8% | +86.3% | +57.1% |
| 5Y | +134.0% | -44.3% | +178.3% | +136.0% |
| All | +916.7% | -48.7% | +965.4% | +808.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling