+946.8%
APO vs BIL
+25.3%
+921.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.1% | +0.1% | 0.0% | +0.2% |
| 30D | +3.9% | +0.3% | +3.6% | +4.3% |
| 3M | +3.8% | +0.9% | +2.9% | +5.1% |
| 6M | +22.3% | +1.8% | +20.5% | +25.0% |
| YTD | -7.8% | +2.5% | -10.3% | -5.0% |
| 1Y | -0.3% | +3.7% | -4.0% | +4.3% |
| 3Y | +57.1% | +14.1% | +43.0% | +51.3% |
| 5Y | +137.0% | +19.4% | +117.5% | +117.7% |
| 10Y | +946.8% | +25.3% | +921.6% | +743.2% |
| All | +946.8% | +25.3% | +921.6% | +743.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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