+50.9%
APO vs BUD
+49.6%
+1.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.6% |
| 7D | +5.8% | +1.0% | +4.7% | +5.6% |
| 30D | +8.9% | +6.7% | +2.2% | +8.2% |
| 3M | -13.6% | +5.7% | -19.4% | -14.2% |
| 6M | -5.4% | +5.8% | -11.2% | -6.2% |
| YTD | -13.6% | +34.4% | -48.0% | -17.5% |
| 1Y | -2.5% | +33.3% | -35.8% | -6.8% |
| 3Y | +50.9% | +48.8% | +2.0% | +32.4% |
| All | +50.9% | +49.6% | +1.3% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling