+1,563.3%
APO vs BUD
+108.4%
+1,455.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.1% |
| 7D | +0.8% | +4.5% | -3.7% | -0.9% |
| 30D | +1.0% | +12.5% | -11.5% | -3.7% |
| 3M | -8.4% | 0.0% | -8.4% | -8.6% |
| 6M | -9.1% | +3.8% | -12.9% | -11.1% |
| YTD | -18.3% | +33.1% | -51.4% | -28.6% |
| 1Y | -8.0% | +35.5% | -43.5% | -20.2% |
| 3Y | +47.1% | +49.4% | -2.3% | +18.9% |
| 5Y | +67.2% | +48.0% | +19.1% | +33.9% |
| 10Y | +871.8% | -8.6% | +880.4% | +766.4% |
| All | +1,563.3% | +108.4% | +1,455.0% | +880.9% |
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