+1,337.2%
BX vs APO
+1,612.1%
-274.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | +0.3% |
| 7D | +0.6% | +5.8% | -5.2% | -3.0% |
| 30D | +14.2% | +8.9% | +5.4% | +8.1% |
| 3M | -18.7% | -13.6% | -5.1% | -10.6% |
| 6M | +2.5% | -5.4% | +7.9% | +6.2% |
| YTD | -18.8% | -13.6% | -5.2% | -11.0% |
| 1Y | -10.3% | -2.5% | -7.8% | -9.1% |
| 3Y | +35.4% | +50.9% | -15.5% | +1.2% |
| 5Y | +0.3% | +81.4% | -81.1% | -33.2% |
| 10Y | +668.4% | +843.9% | -175.5% | +87.9% |
| All | +1,337.2% | +1,612.1% | -274.9% | +137.8% |
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 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