+34.0%
APO vs BTSG
+389.4%
-355.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.5% |
| 7D | -3.5% | -3.3% | -0.2% | -2.9% |
| 30D | -6.6% | -1.6% | -5.0% | -6.4% |
| 3M | -3.3% | -6.9% | +3.6% | -3.4% |
| 6M | +22.6% | +42.1% | -19.5% | +8.7% |
| YTD | -9.8% | +56.8% | -66.6% | -22.4% |
| 1Y | -3.9% | +109.8% | -113.7% | -24.0% |
| All | +34.0% | +389.4% | -355.4% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling