+132.1%
APO vs BTG
+75.0%
+57.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -2.0% |
| 7D | -4.9% | -5.5% | +0.6% | -4.3% |
| 30D | -8.4% | +6.1% | -14.5% | -9.2% |
| 3M | -2.1% | +38.6% | -40.7% | -6.4% |
| 6M | +19.2% | +0.7% | +18.6% | +18.1% |
| YTD | -10.5% | +20.3% | -30.9% | -14.2% |
| 1Y | -2.7% | +25.0% | -27.8% | -8.0% |
| 3Y | +52.5% | +97.3% | -44.8% | +30.0% |
| 5Y | +132.1% | +78.3% | +53.7% | +106.2% |
| All | +132.1% | +75.0% | +57.1% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling