+1,648.7%
APO vs BWA
+76.0%
+1,572.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +1.3% |
| 7D | +8.1% | -2.4% | +10.5% | +9.2% |
| 30D | +3.4% | -17.7% | +21.1% | +12.5% |
| 3M | -6.6% | -27.0% | +20.3% | +6.8% |
| 6M | -7.1% | -17.3% | +10.2% | -1.0% |
| YTD | -14.1% | +12.9% | -27.0% | -23.6% |
| 1Y | -4.7% | +12.9% | -17.6% | -15.3% |
| 3Y | +51.3% | +62.1% | -10.8% | +9.4% |
| 5Y | +82.7% | +30.7% | +52.0% | +43.5% |
| 10Y | +845.7% | +89.2% | +756.5% | +468.5% |
| All | +1,648.7% | +76.0% | +1,572.7% | +889.0% |
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 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