+911.5%
BE vs APO
+385.6%
+525.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +7.8% |
| 7D | +20.0% | -1.0% | +21.0% | +20.7% |
| 30D | +7.9% | +3.5% | +4.4% | +4.5% |
| 3M | -13.2% | +4.5% | -17.7% | -16.8% |
| 6M | +53.5% | +22.8% | +30.7% | +30.4% |
| YTD | +191.0% | -6.5% | +197.5% | +194.4% |
| 1Y | +360.5% | +0.8% | +359.7% | +337.5% |
| 3Y | +1,568.0% | +62.0% | +1,506.0% | +979.3% |
| 5Y | +1,055.2% | +138.2% | +916.9% | +461.0% |
| All | +911.5% | +385.6% | +525.9% | +209.1% |
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