+1,683.6%
BE vs APO
+50.3%
+1,633.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.7% | +7.2% | +9.3% |
| 7D | -1.2% | +2.3% | -3.5% | -2.7% |
| 30D | -30.9% | +3.0% | -33.9% | -32.2% |
| 3M | -11.6% | -3.7% | -7.9% | -10.6% |
| 6M | -25.7% | -7.5% | -18.2% | -23.3% |
| YTD | +123.1% | -14.5% | +137.7% | +137.8% |
| 1Y | +43.4% | -6.2% | +49.5% | +44.3% |
| 3Y | +1,683.6% | +51.9% | +1,631.7% | +1,094.4% |
| All | +1,683.6% | +50.3% | +1,633.3% | +1,094.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling