+78.7%
APO vs BTI
+153.9%
-75.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.5% |
| 7D | +5.8% | +1.6% | +4.1% | +5.4% |
| 30D | +8.9% | +9.2% | -0.3% | +7.2% |
| 3M | -13.6% | +9.6% | -23.3% | -15.1% |
| 6M | -5.4% | -2.4% | -2.9% | -5.1% |
| YTD | -13.6% | +14.2% | -27.9% | -16.8% |
| 1Y | -2.5% | +20.3% | -22.8% | -7.3% |
| 3Y | +50.9% | +147.4% | -96.6% | +12.1% |
| All | +78.7% | +153.9% | -75.2% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling