+946.8%
APO vs BUD
-23.5%
+970.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +3.9% | -4.8% | +8.7% | +5.8% |
| 3M | +3.8% | +1.4% | +2.4% | +2.7% |
| 6M | +22.3% | +9.9% | +12.4% | +16.8% |
| YTD | -7.8% | +26.3% | -34.1% | -17.4% |
| 1Y | -0.3% | +36.1% | -36.5% | -13.6% |
| 3Y | +57.1% | +48.6% | +8.5% | +27.0% |
| 5Y | +137.0% | +45.0% | +92.0% | +90.9% |
| 10Y | +946.8% | -23.1% | +969.9% | +768.1% |
| All | +946.8% | -23.5% | +970.4% | +768.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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