+668.0%
BE vs APO
+348.5%
+319.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.7% | -6.1% |
| 7D | +10.8% | +5.8% | +5.1% | +6.8% |
| 30D | -19.8% | +8.9% | -28.7% | -24.9% |
| 3M | -18.7% | -13.6% | -5.1% | -10.9% |
| 6M | -33.7% | -5.4% | -28.4% | -32.3% |
| YTD | +121.0% | -13.6% | +134.6% | +134.7% |
| 1Y | +85.4% | -2.5% | +87.9% | +80.6% |
| 3Y | +1,709.5% | +50.9% | +1,658.7% | +1,130.1% |
| 5Y | +462.2% | +81.4% | +380.8% | +227.4% |
| All | +668.0% | +348.5% | +319.4% | +146.4% |
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