+52.5%
APO vs BND
+12.5%
+40.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -3.5% | -1.0% | -2.5% | -3.3% |
| 30D | -6.6% | -1.1% | -5.4% | -6.3% |
| 3M | -3.3% | -1.9% | -1.4% | -2.9% |
| 6M | +22.6% | -1.6% | +24.2% | +23.0% |
| YTD | -9.8% | -1.2% | -8.5% | -9.6% |
| 1Y | -3.9% | -0.7% | -3.1% | -3.7% |
| 3Y | +52.5% | +12.5% | +40.0% | +34.2% |
| All | +52.5% | +12.5% | +40.0% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling