+91.7%
BKNG vs APO
+130.9%
-39.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.9% | +1.5% |
| 7D | -10.7% | -4.9% | -5.8% | -8.8% |
| 30D | -18.1% | -8.4% | -9.7% | -15.2% |
| 3M | +8.5% | -2.1% | +10.6% | +8.5% |
| 6M | -0.1% | +19.2% | -19.3% | -8.8% |
| YTD | -18.2% | -10.5% | -7.7% | -16.0% |
| 1Y | -19.9% | -2.7% | -17.2% | -21.2% |
| 3Y | +41.6% | +52.5% | -10.9% | +6.9% |
| All | +91.7% | +130.9% | -39.2% | +14.8% |
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