-4.6%
BA vs APO
+61.7%
-66.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | +1.2% | -1.0% | +2.2% | +1.5% |
| 30D | -11.6% | +3.5% | -15.1% | -12.8% |
| 3M | -2.4% | +4.5% | -6.9% | -4.2% |
| 6M | -6.6% | +22.8% | -29.4% | -13.6% |
| YTD | -2.2% | -6.5% | +4.3% | -1.1% |
| 1Y | -8.0% | +0.8% | -8.8% | -10.2% |
| All | -4.6% | +61.7% | -66.3% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling