-10.3%
BX vs APO
-6.0%
-4.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | 0.0% |
| 7D | +0.6% | +5.8% | -5.2% | -3.8% |
| 30D | +14.2% | +8.9% | +5.4% | +6.6% |
| 3M | -18.7% | -13.6% | -5.1% | -9.0% |
| 6M | +2.5% | -5.4% | +7.9% | +6.6% |
| YTD | -18.8% | -13.6% | -5.2% | -9.8% |
| 1Y | -10.3% | -2.5% | -7.8% | -7.5% |
| All | -10.3% | -6.0% | -4.3% | -7.5% |
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