+78.7%
APO vs BND
-1.7%
+80.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +5.8% | -1.4% | +7.2% | +6.5% |
| 30D | +8.9% | +0.6% | +8.3% | +8.6% |
| 3M | -13.6% | -1.6% | -12.0% | -12.9% |
| 6M | -5.4% | -1.5% | -3.8% | -4.6% |
| YTD | -13.6% | -1.5% | -12.2% | -13.0% |
| 1Y | -2.5% | -1.1% | -1.4% | -1.9% |
| 3Y | +50.9% | +13.6% | +37.3% | +38.5% |
| All | +78.7% | -1.7% | +80.5% | +67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling