+845.7%
APO vs BN
+280.2%
+565.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +1.6% |
| 7D | +8.1% | +4.3% | +3.8% | +4.6% |
| 30D | +3.4% | +14.3% | -10.8% | -7.2% |
| 3M | -6.6% | -4.1% | -2.5% | -3.2% |
| 6M | -7.1% | -9.7% | +2.6% | +1.1% |
| YTD | -14.1% | -7.1% | -7.0% | -8.8% |
| 1Y | -4.7% | -7.4% | +2.7% | +1.3% |
| 3Y | +51.3% | +102.3% | -51.0% | -15.1% |
| 5Y | +82.7% | +35.9% | +46.8% | +39.4% |
| 10Y | +845.7% | +289.2% | +556.5% | +241.0% |
| All | +845.7% | +280.2% | +565.5% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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