+916.7%
APO vs BND
+15.0%
+901.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.5% | -1.0% | -2.5% | -3.0% |
| 30D | -6.6% | -1.1% | -5.4% | -5.9% |
| 3M | -3.3% | -1.9% | -1.4% | -2.3% |
| 6M | +22.6% | -1.6% | +24.2% | +23.8% |
| YTD | -9.8% | -1.2% | -8.5% | -9.2% |
| 1Y | -3.9% | -0.7% | -3.1% | -3.5% |
| 3Y | +52.5% | +12.5% | +40.0% | +40.6% |
| 5Y | +134.0% | -2.5% | +136.6% | +135.3% |
| All | +916.7% | +15.0% | +901.7% | +1,011.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling