+129.2%
APO vs BNY
+256.6%
-127.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | -1.3% | -2.2% | -2.4% |
| 30D | -6.6% | -0.2% | -6.4% | -6.5% |
| 3M | -3.3% | +14.9% | -18.2% | -14.6% |
| 6M | +22.6% | +40.0% | -17.4% | -9.1% |
| YTD | -9.8% | +42.0% | -51.8% | -34.1% |
| 1Y | -3.9% | +56.9% | -60.7% | -35.6% |
| 3Y | +52.5% | +289.9% | -237.4% | -51.4% |
| All | +129.2% | +256.6% | -127.4% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling