+52.5%
APO vs BLK
+66.0%
-13.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.6% |
| 7D | -3.5% | -3.3% | -0.2% | -0.7% |
| 30D | -6.6% | -6.5% | 0.0% | -0.9% |
| 3M | -3.3% | +6.7% | -10.0% | -8.8% |
| 6M | +22.6% | +14.7% | +7.9% | +7.9% |
| YTD | -9.8% | +2.5% | -12.3% | -12.4% |
| 1Y | -3.9% | -2.8% | -1.1% | -2.0% |
| 3Y | +52.5% | +65.9% | -13.4% | +15.4% |
| All | +52.5% | +66.0% | -13.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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