+916.7%
APO vs BNY
+416.3%
+500.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | -1.3% | -2.2% | -2.5% |
| 30D | -6.6% | -0.2% | -6.4% | -6.5% |
| 3M | -3.3% | +14.9% | -18.2% | -13.3% |
| 6M | +22.6% | +40.0% | -17.4% | -5.7% |
| YTD | -9.8% | +42.0% | -51.8% | -31.4% |
| 1Y | -3.9% | +56.9% | -60.7% | -32.1% |
| 3Y | +52.5% | +289.9% | -237.4% | -44.4% |
| 5Y | +134.0% | +259.2% | -125.2% | -10.5% |
| All | +916.7% | +416.3% | +500.4% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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