+465.4%
BE vs APO
+75.6%
+389.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.7% | +7.2% | +8.6% |
| 7D | -1.2% | +2.3% | -3.5% | -3.2% |
| 30D | -30.9% | +3.0% | -33.9% | -32.7% |
| 3M | -11.6% | -3.7% | -7.9% | -10.6% |
| 6M | -25.7% | -7.5% | -18.2% | -22.9% |
| YTD | +123.1% | -14.5% | +137.7% | +139.7% |
| 1Y | +43.4% | -6.2% | +49.5% | +43.8% |
| 3Y | +1,683.6% | +51.9% | +1,631.7% | +1,007.3% |
| 5Y | +465.4% | +76.5% | +388.9% | +167.5% |
| All | +465.4% | +75.6% | +389.8% | +167.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling