+720.2%
APO vs BURL
+1,021.0%
-300.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +7.7% | +0.4% | +5.9% |
| 7D | +8.2% | +10.4% | -2.2% | +5.2% |
| 30D | +6.4% | -4.9% | +11.4% | +8.0% |
| 3M | -7.4% | -29.8% | +22.3% | +1.9% |
| 6M | -4.2% | -16.5% | +12.3% | -0.3% |
| YTD | -14.1% | -10.5% | -3.6% | -12.7% |
| 1Y | -4.4% | -5.3% | +0.9% | -5.0% |
| 3Y | +51.2% | +95.1% | -43.9% | +18.9% |
| 5Y | +75.0% | -12.1% | +87.0% | +64.5% |
| 10Y | +921.9% | +273.2% | +648.7% | +616.3% |
| All | +720.2% | +1,021.0% | -300.7% | +428.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling