+1,651.7%
APO vs BWA
+78.8%
+1,572.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.6% |
| 7D | +0.2% | +1.7% | -1.6% | -0.6% |
| 30D | +3.1% | -14.6% | +17.7% | +10.3% |
| 3M | -12.0% | -26.2% | +14.3% | +0.2% |
| 6M | -5.0% | -18.4% | +13.5% | +2.0% |
| YTD | -14.0% | +14.7% | -28.7% | -24.0% |
| 1Y | -5.9% | +13.3% | -19.3% | -16.5% |
| 3Y | +51.6% | +64.7% | -13.1% | +8.8% |
| 5Y | +80.8% | +32.2% | +48.6% | +41.2% |
| 10Y | +839.9% | +96.8% | +743.1% | +455.5% |
| All | +1,651.7% | +78.8% | +1,572.8% | +883.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling