+1,804.4%
APO vs BTI
+233.8%
+1,570.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -1.0% | -1.4% | +0.4% | -0.5% |
| 30D | +3.5% | -6.6% | +10.1% | +6.2% |
| 3M | +4.5% | -3.0% | +7.5% | +5.0% |
| 6M | +22.8% | -6.7% | +29.5% | +24.5% |
| YTD | -6.5% | +0.6% | -7.1% | -8.5% |
| 1Y | +0.8% | +5.6% | -4.8% | -3.6% |
| 3Y | +62.0% | +110.3% | -48.4% | +10.6% |
| 5Y | +138.2% | +114.3% | +24.0% | +59.1% |
| 10Y | +940.3% | +67.7% | +872.6% | +618.3% |
| All | +1,804.4% | +233.8% | +1,570.6% | +796.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling