-0.3%
APO vs BUD
+35.5%
-35.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | +0.1% | +0.8% | -0.7% | +0.1% |
| 30D | +3.9% | -4.8% | +8.7% | +3.5% |
| 3M | +3.8% | +1.4% | +2.4% | +3.2% |
| 6M | +22.3% | +9.9% | +12.4% | +21.9% |
| YTD | -7.8% | +26.3% | -34.1% | -13.1% |
| 1Y | -0.3% | +36.1% | -36.5% | -5.6% |
| All | -0.3% | +35.5% | -35.8% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling