+120.2%
BKR vs APO
+945.2%
-825.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | -7.0% | -3.5% | -3.5% | -5.5% |
| 30D | -8.1% | -6.6% | -1.6% | -5.6% |
| 3M | -6.6% | -3.3% | -3.3% | -5.9% |
| 6M | +0.9% | +22.6% | -21.7% | -9.4% |
| YTD | +31.1% | -9.8% | +40.9% | +33.7% |
| 1Y | +27.7% | -3.9% | +31.6% | +25.3% |
| 3Y | +71.2% | +52.5% | +18.8% | +29.6% |
| 5Y | +177.6% | +134.0% | +43.6% | +59.9% |
| All | +120.2% | +945.2% | -825.1% | -21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling