+641.7%
BE vs APO
+345.9%
+295.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.7% |
| 7D | -13.4% | +8.1% | -21.5% | -17.9% |
| 30D | -33.9% | +3.4% | -37.3% | -35.8% |
| 3M | -12.0% | -6.6% | -5.3% | -8.9% |
| 6M | -29.0% | -7.1% | -21.9% | -26.6% |
| YTD | +113.4% | -14.1% | +127.5% | +127.7% |
| 1Y | +33.2% | -4.7% | +37.9% | +32.4% |
| 3Y | +1,659.2% | +51.3% | +1,607.9% | +1,093.4% |
| 5Y | +461.4% | +82.7% | +378.6% | +225.5% |
| All | +641.7% | +345.9% | +295.8% | +139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling