-22.1%
BA vs APO
+67.1%
-89.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +1.1% | +0.8% | +0.3% | +0.6% |
| 30D | -7.9% | +1.0% | -9.0% | -8.6% |
| 3M | -25.3% | -8.4% | -16.9% | -22.9% |
| 6M | -24.6% | -9.1% | -15.5% | -22.2% |
| YTD | -20.1% | -18.3% | -1.8% | -14.6% |
| 1Y | -11.8% | -8.0% | -3.8% | -11.1% |
| 3Y | -10.1% | +47.1% | -57.2% | -32.7% |
| All | -22.1% | +67.1% | -89.2% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling