+23.3%
BA vs APO
+837.1%
-813.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.9% |
| 7D | -1.1% | +5.8% | -6.9% | -4.1% |
| 30D | -7.1% | +8.9% | -16.0% | -11.6% |
| 3M | -25.5% | -13.6% | -11.9% | -20.0% |
| 6M | -28.7% | -5.4% | -23.3% | -27.6% |
| YTD | -21.0% | -13.6% | -7.4% | -17.2% |
| 1Y | -11.9% | -2.5% | -9.4% | -14.0% |
| 3Y | -16.2% | +50.9% | -67.0% | -40.8% |
| 5Y | -22.4% | +81.4% | -103.8% | -53.5% |
| All | +23.3% | +837.1% | -813.8% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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