+977.1%
BE vs APO
+375.8%
+601.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.4% |
| 7D | +23.9% | -1.0% | +24.9% | +24.7% |
| 30D | +27.8% | -0.4% | +28.2% | +27.1% |
| 3M | +3.7% | -0.9% | +4.6% | +3.1% |
| 6M | +78.0% | +22.1% | +55.8% | +51.4% |
| YTD | +209.9% | -8.4% | +218.3% | +217.6% |
| 1Y | +389.6% | -0.9% | +390.5% | +371.5% |
| 3Y | +1,730.6% | +56.1% | +1,674.5% | +1,116.0% |
| 5Y | +1,227.8% | +136.0% | +1,091.8% | +548.4% |
| All | +977.1% | +375.8% | +601.3% | +233.5% |
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