+1,804.4%
APO vs BIDU
-28.1%
+1,832.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.6% |
| 7D | -1.0% | +2.4% | -3.4% | -1.6% |
| 30D | +3.5% | -10.5% | +13.9% | +5.9% |
| 3M | +4.5% | -26.2% | +30.7% | +11.7% |
| 6M | +22.8% | -16.4% | +39.2% | +26.2% |
| YTD | -6.5% | -23.9% | +17.4% | -2.2% |
| 1Y | +0.8% | +1.3% | -0.5% | -3.4% |
| 3Y | +62.0% | -32.1% | +94.0% | +66.1% |
| 5Y | +138.2% | -39.0% | +177.2% | +134.6% |
| 10Y | +940.3% | -44.0% | +984.3% | +838.6% |
| All | +1,804.4% | -28.1% | +1,832.5% | +1,380.6% |
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