+129.2%
APO vs BRKR
-39.7%
+168.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -3.5% | -8.7% | +5.2% | -1.5% |
| 30D | -6.6% | -9.9% | +3.3% | -4.4% |
| 3M | -3.3% | -3.1% | -0.2% | -4.6% |
| 6M | +22.6% | +45.5% | -22.9% | +5.8% |
| YTD | -9.8% | +13.7% | -23.5% | -16.8% |
| 1Y | -3.9% | +67.4% | -71.3% | -21.9% |
| 3Y | +52.5% | -13.2% | +65.7% | +40.8% |
| All | +129.2% | -39.7% | +168.9% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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