-6.1%
APO vs BWA
+12.5%
-18.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +0.6% |
| 7D | +8.1% | -2.4% | +10.5% | +8.3% |
| 30D | +3.4% | -17.7% | +21.1% | +5.3% |
| 3M | -6.6% | -27.0% | +20.3% | -4.0% |
| 6M | -7.1% | -17.3% | +10.2% | -5.6% |
| YTD | -14.1% | +12.9% | -27.0% | -21.0% |
| All | -6.1% | +12.5% | -18.6% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling