+1,659.1%
APO vs BIDU
-43.5%
+1,702.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.6% |
| 7D | +5.8% | -4.6% | +10.3% | +6.9% |
| 30D | +8.9% | -4.5% | +13.4% | +10.1% |
| 3M | -13.6% | -25.4% | +11.7% | -7.7% |
| 6M | -5.4% | -48.1% | +42.7% | +9.8% |
| YTD | -13.6% | -40.2% | +26.6% | -4.3% |
| 1Y | -2.5% | -35.2% | +32.8% | +5.5% |
| 3Y | +50.9% | -27.1% | +78.0% | +51.1% |
| 5Y | +81.4% | -54.2% | +135.6% | +91.8% |
| 10Y | +843.9% | -52.0% | +896.0% | +785.3% |
| All | +1,659.1% | -43.5% | +1,702.6% | +1,348.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling