+137.9%
APO vs BURL
-11.0%
+148.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.4% |
| 7D | -1.0% | -2.8% | +1.8% | -0.3% |
| 30D | +3.5% | -28.2% | +31.6% | +13.8% |
| 3M | +4.5% | -17.6% | +22.1% | +10.1% |
| 6M | +22.8% | -11.8% | +34.6% | +25.9% |
| YTD | -6.5% | -8.1% | +1.6% | -5.5% |
| 1Y | +0.8% | -12.0% | +12.8% | +2.5% |
| 3Y | +62.0% | +63.3% | -1.3% | +35.1% |
| All | +137.9% | -11.0% | +148.9% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 5y: compounded portfolio wealth divided by compounded BURL 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…
5y analysis · Full analysis span regression · 6 months rolling