+50.9%
APO vs BIL
+13.8%
+37.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.9% |
| 7D | +5.8% | +0.1% | +5.7% | +6.2% |
| 30D | +8.9% | +0.3% | +8.5% | +11.0% |
| 3M | -13.6% | +1.0% | -14.6% | -8.3% |
| 6M | -5.4% | +1.9% | -7.3% | +7.3% |
| YTD | -13.6% | +3.2% | -16.8% | +7.2% |
| 1Y | -2.5% | +3.7% | -6.2% | +27.3% |
| 3Y | +50.9% | +13.8% | +37.0% | +93.1% |
| All | +50.9% | +13.8% | +37.0% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling