+136.0%
APO vs CAG
-41.8%
+177.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -1.0% | -6.6% | +5.6% | -0.8% |
| 30D | -0.4% | +2.3% | -2.7% | -0.4% |
| 3M | -0.9% | +16.3% | -17.2% | -1.4% |
| 6M | +22.1% | -16.0% | +38.2% | +23.5% |
| YTD | -8.4% | -7.7% | -0.7% | -8.2% |
| 1Y | -0.9% | -16.0% | +15.1% | -0.1% |
| 3Y | +56.1% | -37.7% | +93.8% | +59.0% |
| 5Y | +136.0% | -41.2% | +177.2% | +145.0% |
| All | +136.0% | -41.8% | +177.8% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling