+129.2%
APO vs BR
+8.0%
+121.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -3.5% | -3.0% | -0.5% | -1.9% |
| 30D | -6.6% | -0.3% | -6.3% | -6.5% |
| 3M | -3.3% | +17.3% | -20.6% | -12.3% |
| 6M | +22.6% | -6.7% | +29.3% | +26.7% |
| YTD | -9.8% | -23.4% | +13.7% | +5.3% |
| 1Y | -3.9% | -32.7% | +28.8% | +22.2% |
| 3Y | +52.5% | -5.9% | +58.4% | +54.9% |
| All | +129.2% | +8.0% | +121.2% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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