+1,651.7%
APO vs BP
+139.8%
+1,511.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.5% |
| 7D | +0.2% | -0.8% | +0.9% | +0.5% |
| 30D | +3.1% | -3.1% | +6.3% | +4.0% |
| 3M | -12.0% | +6.2% | -18.1% | -15.4% |
| 6M | -5.0% | +4.8% | -9.8% | -9.0% |
| YTD | -14.0% | +35.2% | -49.2% | -28.5% |
| 1Y | -5.9% | +27.4% | -33.4% | -19.7% |
| 3Y | +51.6% | +49.8% | +1.8% | +17.5% |
| 5Y | +80.8% | +109.4% | -28.6% | +15.0% |
| 10Y | +839.9% | +135.7% | +704.2% | +427.7% |
| All | +1,651.7% | +139.8% | +1,511.9% | +823.8% |
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