+1,651.7%
APO vs CAG
+41.8%
+1,609.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.5% | +0.6% |
| 7D | +0.2% | -1.8% | +1.9% | +0.4% |
| 30D | +3.1% | +9.7% | -6.5% | +1.3% |
| 3M | -12.0% | +0.5% | -12.5% | -12.2% |
| 6M | -5.0% | +8.9% | -13.9% | -7.0% |
| YTD | -14.0% | -8.4% | -5.6% | -13.5% |
| 1Y | -5.9% | -8.3% | +2.4% | -5.4% |
| 3Y | +51.6% | -36.1% | +87.7% | +61.2% |
| 5Y | +80.8% | -40.1% | +120.9% | +93.8% |
| 10Y | +839.9% | -36.9% | +876.8% | +850.5% |
| All | +1,651.7% | +41.8% | +1,609.9% | +1,131.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling