+642.7%
BX vs APO
+936.6%
-293.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.2% |
| 7D | -8.9% | -4.9% | -4.0% | -5.7% |
| 30D | -14.8% | -8.4% | -6.4% | -9.5% |
| 3M | +6.9% | -2.1% | +9.0% | +8.3% |
| 6M | +16.3% | +19.2% | -3.0% | +3.1% |
| YTD | -16.1% | -10.5% | -5.6% | -9.8% |
| 1Y | -26.8% | -2.7% | -24.1% | -26.0% |
| 3Y | +22.4% | +52.5% | -30.0% | -11.7% |
| 5Y | +16.0% | +132.1% | -116.1% | -36.5% |
| All | +642.7% | +936.6% | -293.9% | +57.7% |
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 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