+71.4%
BAC vs APO
+138.1%
-66.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | +1.1% | -1.0% | +2.1% | +1.4% |
| 30D | -0.4% | +3.5% | -3.9% | -2.0% |
| 3M | +16.9% | +4.5% | +12.4% | +14.0% |
| 6M | +26.6% | +22.8% | +3.8% | +14.9% |
| YTD | +15.8% | -6.5% | +22.3% | +17.1% |
| 1Y | +27.2% | +0.8% | +26.3% | +23.8% |
| 3Y | +132.4% | +62.0% | +70.4% | +79.1% |
| All | +71.4% | +138.1% | -66.6% | +5.7% |
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