+908.2%
APO vs BN
+263.5%
+644.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.3% |
| 7D | -4.9% | -5.9% | +1.0% | -0.1% |
| 30D | -8.4% | -15.1% | +6.6% | +4.7% |
| 3M | -2.1% | -14.6% | +12.5% | +11.7% |
| 6M | +19.2% | -8.4% | +27.7% | +27.9% |
| YTD | -10.5% | -16.8% | +6.3% | +3.8% |
| 1Y | -2.7% | -14.4% | +11.7% | +10.0% |
| 3Y | +52.5% | +70.1% | -17.6% | -1.8% |
| 5Y | +132.1% | +33.5% | +98.5% | +79.8% |
| All | +908.2% | +263.5% | +644.7% | +306.6% |
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