+949.3%
APO vs BWA
+142.7%
+806.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -0.4% | -5.6% | +5.2% | +2.1% |
| 3M | -0.9% | -10.7% | +9.8% | +3.9% |
| 6M | +22.1% | +23.2% | -1.0% | +7.9% |
| YTD | -8.4% | +46.0% | -54.4% | -28.0% |
| 1Y | -0.9% | +51.2% | -52.1% | -23.9% |
| 3Y | +56.1% | +69.6% | -13.4% | +8.7% |
| 5Y | +136.0% | +86.6% | +49.4% | +52.2% |
| 10Y | +949.3% | +152.3% | +797.0% | +422.1% |
| All | +949.3% | +142.7% | +806.6% | +422.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling