+1,251.0%
BE vs APO
+134.3%
+1,116.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.4% | +11.0% | +10.6% |
| 7D | +29.8% | +0.1% | +29.7% | +29.6% |
| 30D | +26.4% | +3.9% | +22.5% | +21.7% |
| 3M | +9.3% | +3.8% | +5.6% | +5.0% |
| 6M | +105.1% | +22.3% | +82.8% | +72.8% |
| YTD | +219.0% | -7.8% | +226.8% | +226.0% |
| 1Y | +418.8% | -0.3% | +419.1% | +395.6% |
| 3Y | +1,784.6% | +57.1% | +1,727.4% | +1,060.8% |
| 5Y | +1,251.0% | +137.0% | +1,114.0% | +419.0% |
| All | +1,251.0% | +134.3% | +1,116.6% | +419.0% |
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