+28.1%
BA vs APO
+903.0%
-874.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -3.0% |
| 7D | -1.7% | +2.3% | -4.0% | -3.2% |
| 30D | -9.5% | +3.0% | -12.4% | -11.3% |
| 3M | -26.5% | -3.7% | -22.8% | -25.7% |
| 6M | -27.4% | -7.5% | -19.9% | -25.4% |
| YTD | -20.6% | -14.5% | -6.1% | -16.4% |
| 1Y | -11.4% | -6.2% | -5.3% | -11.8% |
| 3Y | -10.8% | +51.9% | -62.7% | -37.3% |
| 5Y | -21.9% | +76.5% | -98.4% | -52.4% |
| 10Y | +28.1% | +895.2% | -867.1% | -64.4% |
| All | +28.1% | +903.0% | -874.9% | -64.4% |
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