+1,804.4%
APO vs BIL
+24.9%
+1,779.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | +0.1% | -1.1% | -0.9% |
| 30D | +3.5% | +0.3% | +3.1% | +3.8% |
| 3M | +4.5% | +0.9% | +3.6% | +5.4% |
| 6M | +22.8% | +1.8% | +20.9% | +24.5% |
| YTD | -6.5% | +2.4% | -8.9% | -4.8% |
| 1Y | +0.8% | +3.7% | -2.9% | +3.7% |
| 3Y | +62.0% | +14.2% | +47.8% | +59.5% |
| 5Y | +138.2% | +19.4% | +118.8% | +133.6% |
| 10Y | +940.3% | +25.2% | +915.1% | +914.1% |
| All | +1,804.4% | +24.9% | +1,779.5% | +1,722.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling