+845.7%
APO vs BP
+124.7%
+721.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +8.1% | -6.3% | +14.4% | +11.0% |
| 30D | +3.4% | -3.6% | +7.1% | +4.5% |
| 3M | -6.6% | +5.2% | -11.9% | -9.9% |
| 6M | -7.1% | +5.3% | -12.4% | -11.3% |
| YTD | -14.1% | +33.1% | -47.3% | -28.1% |
| 1Y | -4.7% | +26.3% | -31.0% | -18.3% |
| 3Y | +51.3% | +47.5% | +3.8% | +18.0% |
| 5Y | +82.7% | +106.2% | -23.4% | +16.4% |
| 10Y | +845.7% | +127.0% | +718.7% | +491.3% |
| All | +845.7% | +124.7% | +721.0% | +491.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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