+895.2%
APO vs BUD
-8.7%
+904.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.3% | +4.1% |
| 7D | +2.3% | +1.3% | +1.0% | +1.8% |
| 30D | +3.0% | +10.0% | -7.0% | -0.8% |
| 3M | -3.7% | +1.6% | -5.3% | -4.5% |
| 6M | -7.5% | +6.5% | -14.0% | -10.3% |
| YTD | -14.5% | +34.8% | -49.4% | -25.5% |
| 1Y | -6.2% | +36.5% | -42.6% | -18.7% |
| 3Y | +51.9% | +49.0% | +3.0% | +23.2% |
| 5Y | +76.5% | +51.7% | +24.8% | +39.6% |
| 10Y | +895.2% | -7.5% | +902.8% | +713.2% |
| All | +895.2% | -8.7% | +904.0% | +713.2% |
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