+32.9%
APO vs BTSG
+382.3%
-349.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.6% | +4.3% | -0.9% |
| 7D | -4.9% | -5.8% | +0.9% | -3.7% |
| 30D | -8.4% | 0.0% | -8.4% | -8.6% |
| 3M | -2.1% | -4.5% | +2.4% | -2.9% |
| 6M | +19.2% | +40.0% | -20.8% | +6.1% |
| YTD | -10.5% | +54.6% | -65.1% | -22.8% |
| 1Y | -2.7% | +106.1% | -108.8% | -22.7% |
| All | +32.9% | +382.3% | -349.4% | -16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling