+136.0%
APO vs BTI
+113.9%
+22.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -1.0% | -2.4% | +1.4% | -0.5% |
| 30D | -0.4% | -4.8% | +4.4% | +0.5% |
| 3M | -0.9% | -8.1% | +7.2% | +0.3% |
| 6M | +22.1% | -4.2% | +26.3% | +22.1% |
| YTD | -8.4% | -1.3% | -7.1% | -9.3% |
| 1Y | -0.9% | +2.1% | -3.1% | -2.9% |
| 3Y | +56.1% | +108.9% | -52.8% | +19.8% |
| 5Y | +136.0% | +114.5% | +21.5% | +83.2% |
| All | +136.0% | +113.9% | +22.1% | +83.2% |
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