+737.9%
BE vs APO
+346.6%
+391.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.2% | +12.8% | +12.9% |
| 7D | +4.5% | +0.2% | +4.4% | +5.1% |
| 30D | -20.1% | +3.1% | -23.3% | -22.3% |
| 3M | -0.8% | -12.0% | +11.2% | +7.2% |
| 6M | -26.2% | -5.0% | -21.3% | -24.8% |
| YTD | +141.1% | -14.0% | +155.1% | +156.9% |
| 1Y | +64.8% | -5.9% | +70.8% | +65.6% |
| 3Y | +1,887.4% | +51.6% | +1,835.8% | +1,246.8% |
| 5Y | +518.1% | +80.8% | +437.3% | +261.0% |
| All | +737.9% | +346.6% | +391.3% | +169.8% |
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