+1,659.1%
APO vs BR
+1,116.5%
+542.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.4% |
| 7D | +5.8% | +1.1% | +4.7% | +5.1% |
| 30D | +8.9% | +14.4% | -5.5% | 0.0% |
| 3M | -13.6% | +12.4% | -26.1% | -20.1% |
| 6M | -5.4% | +35.4% | -40.8% | -23.2% |
| YTD | -13.6% | -12.2% | -1.5% | -8.3% |
| 1Y | -2.5% | -12.7% | +10.3% | +4.0% |
| 3Y | +50.9% | +14.3% | +36.6% | +33.7% |
| 5Y | +81.4% | +19.3% | +62.1% | +53.2% |
| 10Y | +843.9% | +278.1% | +565.8% | +279.5% |
| All | +1,659.1% | +1,116.5% | +542.6% | +249.7% |
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