+258.0%
BA vs APO
+1,753.5%
-1,495.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +1.2% | -1.0% | +2.2% | +1.6% |
| 30D | -11.6% | +3.5% | -15.1% | -13.2% |
| 3M | -2.4% | +4.5% | -6.9% | -4.9% |
| 6M | -6.6% | +22.8% | -29.4% | -16.1% |
| YTD | -2.2% | -6.5% | +4.3% | -1.3% |
| 1Y | -8.0% | +0.8% | -8.8% | -11.4% |
| 3Y | -5.0% | +62.0% | -67.0% | -30.1% |
| 5Y | -2.7% | +138.2% | -141.0% | -42.7% |
| 10Y | +75.9% | +940.3% | -864.4% | -39.8% |
| All | +258.0% | +1,753.5% | -1,495.5% | -1.0% |
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 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