+1,563.3%
APO vs BIL
+24.9%
+1,538.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | +0.8% | -0.3% | +1.0% | +0.5% |
| 30D | +1.0% | 0.0% | +1.0% | +0.8% |
| 3M | -8.4% | +0.3% | -8.7% | -8.2% |
| 6M | -9.1% | +1.2% | -10.3% | -8.3% |
| YTD | -18.3% | +2.5% | -20.8% | -16.9% |
| 1Y | -8.0% | +3.0% | -11.0% | -6.0% |
| 3Y | +47.1% | +13.2% | +33.9% | +45.2% |
| 5Y | +67.2% | +19.4% | +47.7% | +63.8% |
| 10Y | +871.8% | +25.2% | +846.6% | +846.7% |
| All | +1,563.3% | +24.9% | +1,538.5% | +1,491.3% |
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