+916.7%
APO vs BTG
+159.3%
+757.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -3.5% | -3.8% | +0.2% | -3.2% |
| 30D | -6.6% | +3.6% | -10.2% | -6.9% |
| 3M | -3.3% | +32.0% | -35.3% | -5.8% |
| 6M | +22.6% | +3.4% | +19.2% | +21.4% |
| YTD | -9.8% | +20.8% | -30.6% | -12.2% |
| 1Y | -3.9% | +22.4% | -26.3% | -6.9% |
| 3Y | +52.5% | +91.7% | -39.2% | +40.0% |
| 5Y | +134.0% | +79.0% | +55.0% | +114.8% |
| All | +916.7% | +159.3% | +757.4% | +861.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling