+1,777.9%
APO vs BTG
+135.7%
+1,642.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -1.2% |
| 7D | +0.1% | +4.8% | -4.7% | -0.2% |
| 30D | +3.9% | +8.3% | -4.5% | +3.3% |
| 3M | +3.8% | +32.3% | -28.5% | +1.6% |
| 6M | +22.3% | +3.0% | +19.3% | +21.4% |
| YTD | -7.8% | +21.9% | -29.7% | -9.7% |
| 1Y | -0.3% | +28.2% | -28.5% | -3.0% |
| 3Y | +57.1% | +99.9% | -42.8% | +47.1% |
| 5Y | +137.0% | +73.6% | +63.4% | +122.4% |
| 10Y | +946.8% | +136.5% | +810.3% | +855.9% |
| All | +1,777.9% | +135.7% | +1,642.2% | +1,537.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling