-4.4%
APO vs BTSG
+111.7%
-116.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.1% | +8.2% | +8.1% |
| 7D | +8.2% | +17.4% | -9.2% | +7.0% |
| 30D | +6.4% | +12.6% | -6.2% | +5.6% |
| 3M | -7.4% | +11.2% | -18.6% | -8.0% |
| 6M | -4.2% | +30.4% | -34.5% | -10.6% |
| YTD | -14.1% | +86.4% | -100.5% | -28.2% |
| 1Y | -4.4% | +117.9% | -122.3% | -26.8% |
| All | -4.4% | +111.7% | -116.1% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling