+1,804.4%
APO vs BUD
+99.4%
+1,705.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.0% | +0.3% | -1.3% | -1.1% |
| 30D | +3.5% | -5.7% | +9.1% | +5.8% |
| 3M | +4.5% | +3.1% | +1.4% | +2.8% |
| 6M | +22.8% | +7.9% | +14.9% | +17.9% |
| YTD | -6.5% | +27.3% | -33.8% | -16.6% |
| 1Y | +0.8% | +37.8% | -37.0% | -13.2% |
| 3Y | +62.0% | +49.8% | +12.1% | +30.3% |
| 5Y | +138.2% | +43.8% | +94.4% | +92.8% |
| 10Y | +940.3% | -22.6% | +962.9% | +894.4% |
| All | +1,804.4% | +99.4% | +1,705.0% | +1,045.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling