+1,628.9%
APO vs BIDU
-43.8%
+1,672.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -0.7% |
| 7D | +3.5% | -2.3% | +5.8% | +4.0% |
| 30D | +4.4% | -7.3% | +11.7% | +6.3% |
| 3M | -12.1% | -26.0% | +13.9% | -5.8% |
| 6M | -7.2% | -44.5% | +37.3% | +5.8% |
| YTD | -15.1% | -40.6% | +25.5% | -5.8% |
| 1Y | -7.7% | -39.8% | +32.1% | +1.7% |
| 3Y | +49.6% | -26.7% | +76.3% | +49.6% |
| 5Y | +78.3% | -54.5% | +132.8% | +88.8% |
| 10Y | +827.7% | -52.4% | +880.1% | +771.5% |
| All | +1,628.9% | -43.8% | +1,672.7% | +1,326.0% |
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 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