+55.3%
BE vs APO
-5.6%
+60.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.1% | -14.5% | -9.3% |
| 7D | -12.1% | +8.2% | -20.3% | -15.4% |
| 30D | -30.1% | +6.4% | -36.5% | -32.1% |
| 3M | -12.1% | -7.4% | -4.7% | -9.7% |
| 6M | -30.6% | -4.2% | -26.4% | -30.0% |
| YTD | +130.6% | -14.1% | +144.8% | +139.7% |
| 1Y | +55.3% | -4.4% | +59.7% | +38.0% |
| All | +55.3% | -5.6% | +60.9% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling