-4.4%
APO vs BND
-0.5%
-3.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.4% | +7.7% | +7.5% |
| 7D | +8.2% | +0.4% | +7.8% | +7.6% |
| 30D | +6.4% | +2.3% | +4.1% | +3.5% |
| 3M | -7.4% | -1.0% | -6.5% | -6.8% |
| 6M | -4.2% | -0.9% | -3.3% | -3.7% |
| YTD | -14.1% | -0.9% | -13.3% | -14.7% |
| 1Y | -4.4% | -0.5% | -3.9% | -5.1% |
| All | -4.4% | -0.5% | -3.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling