+1,766.1%
APO vs BR
+962.6%
+803.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -1.0% | -5.0% | +4.0% | +2.2% |
| 30D | -0.4% | -2.5% | +2.1% | +1.0% |
| 3M | -0.9% | +13.5% | -14.4% | -9.4% |
| 6M | +22.1% | -9.4% | +31.6% | +28.1% |
| YTD | -8.4% | -23.3% | +14.9% | +6.2% |
| 1Y | -0.9% | -31.6% | +30.7% | +23.9% |
| 3Y | +56.1% | -5.1% | +61.2% | +55.9% |
| 5Y | +136.0% | +8.2% | +127.8% | +111.9% |
| 10Y | +949.3% | +189.8% | +759.5% | +396.1% |
| All | +1,766.1% | +962.6% | +803.5% | +305.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling