+1,659.1%
APO vs CAG
+40.8%
+1,618.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.5% |
| 7D | +5.8% | -3.3% | +9.1% | +6.4% |
| 30D | +8.9% | +7.7% | +1.2% | +7.4% |
| 3M | -13.6% | -3.2% | -10.5% | -13.3% |
| 6M | -5.4% | +7.0% | -12.3% | -7.1% |
| YTD | -13.6% | -9.0% | -4.7% | -13.0% |
| 1Y | -2.5% | -9.6% | +7.1% | -1.7% |
| 3Y | +50.9% | -36.0% | +86.8% | +60.3% |
| 5Y | +81.4% | -40.9% | +122.2% | +94.9% |
| 10Y | +843.9% | -37.3% | +881.2% | +855.8% |
| All | +1,659.1% | +40.8% | +1,618.3% | +1,138.1% |
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