+191.0%
BA vs APO
+1,526.1%
-1,335.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +1.9% | -0.5% |
| 7D | -0.1% | -1.1% | +1.0% | +0.2% |
| 30D | -9.1% | +1.1% | -10.3% | -9.9% |
| 3M | -28.2% | -9.2% | -19.0% | -25.4% |
| 6M | -23.1% | -9.2% | -13.9% | -20.5% |
| YTD | -20.6% | -18.0% | -2.6% | -15.2% |
| 1Y | -12.7% | -10.9% | -1.8% | -10.8% |
| 3Y | -11.6% | +44.4% | -56.0% | -31.4% |
| 5Y | -23.1% | +67.9% | -91.1% | -46.5% |
| 10Y | +34.4% | +876.2% | -841.8% | -52.2% |
| All | +191.0% | +1,526.1% | -1,335.1% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling