+1,804.4%
APO vs BN
+660.7%
+1,143.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -1.0% | -2.5% | +1.5% | +0.9% |
| 30D | +3.5% | -9.5% | +13.0% | +11.7% |
| 3M | +4.5% | -10.4% | +14.9% | +13.9% |
| 6M | +22.8% | -6.4% | +29.1% | +28.9% |
| YTD | -6.5% | -11.9% | +5.4% | +2.9% |
| 1Y | +0.8% | -8.6% | +9.4% | +7.8% |
| 3Y | +62.0% | +77.6% | -15.6% | +5.3% |
| 5Y | +138.2% | +37.0% | +101.2% | +86.0% |
| 10Y | +940.3% | +266.4% | +673.9% | +318.8% |
| All | +1,804.4% | +660.7% | +1,143.7% | +379.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling