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Correlation Analysis

Apollo Global Management, Inc. vs BERKSHIRE HATHAWAY Class B

APO vs BRK.B

+0.920

Very strong positive

When one moves up, the other tends to follow.

APO logo

Apollo Global Management, Inc.

APO

Apollo is one of the world's largest alternative asset managers, with $938.4 billion in total assets under management, or AUM, including $709.1 billion in fee-earning assets, at the end of 2025. The company has two core operating segments: asset management and retirement services. Apollo operates with scale in each of its major product lines—private equity (with $128.4 billion in total AUM and $75.0 billion in fee-earning AUM), real estate/real assets ($60.8 billion/$27.6 billion), and credit ($749.2 billion/$606.5 billion). Apollo has a distribution profile that is likely not too far off from the industry averages—with 84% of its assets held by institutional investors and 16% by high-net-worth clients.

Market cap 61.4B · 4,130 employees

BRK.B logo

BERKSHIRE HATHAWAY Class B

BRK.B

Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from its operations to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.

Market cap 1T

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStock

Time Series

Relative Performance

Green: APOGray: BRK.B36 of 1,254 points (sampled)

Who Moves First

APO leads BRK.B by 6 days

APO tends to move before BRK.B.

After testing 13 timing shifts, the strongest relationship was +0.921 (they moved in the same direction).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.045

13 periods · Return correlation when both series rose

Both Falling

-0.376

6 periods · Return correlation when both series fell

Diverging

-0.543

16 periods · Return correlation when series moved apart

R-Squared

84.7%

Share of variance in one series explained by the other.

Trend Agreement

65.1%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.912, 0.929]

Scatter

XY Regression

37.2406080100120140160179.4247250300350400450500522.1Apollo Global Management, Inc.BERKSHIRE HATHAWAY Class BData pointsFit (r = 0.92)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

APO logo

Apollo Global Management, Inc.

APO

Market cap 61.4B · 4,130 employees

Stock · 1,254 raw → 1,254 prepared

Series B

BRK.B logo

BERKSHIRE HATHAWAY Class B

BRK.B

Market cap 1T

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

13

Estimated crossover points between normalized spreads.

Slope

2.1627

Linear regression slope.

Intercept

172.9693

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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