+908.2%
APO vs BTI
+72.6%
+835.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.7% |
| 7D | -4.9% | -2.0% | -2.9% | -4.2% |
| 30D | -8.4% | -3.4% | -5.0% | -7.3% |
| 3M | -2.1% | -9.0% | +6.9% | +0.8% |
| 6M | +19.2% | -5.0% | +24.3% | +20.0% |
| YTD | -10.5% | -0.3% | -10.2% | -12.1% |
| 1Y | -2.7% | +3.1% | -5.8% | -5.9% |
| 3Y | +52.5% | +111.0% | -58.5% | +5.0% |
| 5Y | +132.1% | +117.0% | +15.0% | +55.4% |
| All | +908.2% | +72.6% | +835.7% | +559.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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