+1,512.6%
BX vs APO
+1,753.5%
-240.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -4.4% | -1.0% | -3.4% | -3.7% |
| 30D | +0.1% | +3.5% | -3.4% | -2.1% |
| 3M | +16.0% | +4.5% | +11.5% | +12.7% |
| 6M | +21.6% | +22.8% | -1.2% | +6.7% |
| YTD | -8.9% | -6.5% | -2.4% | -5.1% |
| 1Y | -16.6% | +0.8% | -17.4% | -17.7% |
| 3Y | +43.3% | +62.0% | -18.6% | +2.2% |
| 5Y | +25.7% | +138.2% | -112.6% | -28.9% |
| 10Y | +689.5% | +940.3% | -250.8% | +81.4% |
| All | +1,512.6% | +1,753.5% | -240.9% | +153.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling