+391.8%
BAC vs APO
+948.0%
-556.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.2% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -0.7% | +3.9% | -4.6% | -2.7% |
| 3M | +16.9% | +3.8% | +13.2% | +14.0% |
| 6M | +29.6% | +22.3% | +7.3% | +16.4% |
| YTD | +15.3% | -7.8% | +23.1% | +17.2% |
| 1Y | +28.8% | -0.3% | +29.2% | +25.4% |
| 3Y | +136.4% | +57.1% | +79.3% | +78.6% |
| 5Y | +72.9% | +137.0% | -64.0% | +2.4% |
| 10Y | +391.8% | +946.8% | -555.1% | +42.9% |
| All | +391.8% | +948.0% | -556.2% | +42.9% |
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 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