-12.8%
BKNG vs APO
+1.9%
-14.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -6.0% | -1.0% | -5.0% | -5.8% |
| 30D | -6.6% | +3.5% | -10.1% | -7.4% |
| 3M | +15.7% | +4.5% | +11.2% | +14.0% |
| 6M | +14.1% | +22.8% | -8.6% | +6.1% |
| YTD | -9.3% | -6.5% | -2.8% | -9.7% |
| 1Y | -12.8% | +0.8% | -13.6% | -16.7% |
| All | -12.8% | +1.9% | -14.6% | -16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling