+916.7%
APO vs CAG
-36.2%
+952.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -3.5% | -5.7% | +2.2% | -2.8% |
| 30D | -6.6% | -2.4% | -4.1% | -6.3% |
| 3M | -3.3% | +9.8% | -13.1% | -4.6% |
| 6M | +22.6% | -10.8% | +33.4% | +24.1% |
| YTD | -9.8% | -10.8% | +1.0% | -9.0% |
| 1Y | -3.9% | -19.0% | +15.1% | -1.8% |
| 3Y | +52.5% | -39.7% | +92.1% | +60.7% |
| 5Y | +134.0% | -43.0% | +177.0% | +148.4% |
| All | +916.7% | -36.2% | +952.9% | +922.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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