+1,563.3%
APO vs BP
+135.9%
+1,427.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | +0.8% | -11.6% | +12.4% | +6.2% |
| 30D | +1.0% | 0.0% | +1.0% | +0.3% |
| 3M | -8.4% | +6.7% | -15.1% | -12.2% |
| 6M | -9.1% | +2.2% | -11.3% | -12.0% |
| YTD | -18.3% | +33.0% | -51.3% | -31.6% |
| 1Y | -8.0% | +30.7% | -38.7% | -22.5% |
| 3Y | +47.1% | +44.2% | +2.9% | +16.0% |
| 5Y | +67.2% | +105.1% | -38.0% | +7.3% |
| 10Y | +871.8% | +133.5% | +738.3% | +447.6% |
| All | +1,563.3% | +135.9% | +1,427.4% | +783.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling