+916.7%
APO vs CAH
+294.8%
+621.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | -3.5% | -5.1% | +1.6% | -1.7% |
| 30D | -6.6% | +0.2% | -6.7% | -6.7% |
| 3M | -3.3% | +6.3% | -9.6% | -5.6% |
| 6M | +22.6% | +9.4% | +13.2% | +17.9% |
| YTD | -9.8% | +15.0% | -24.7% | -15.6% |
| 1Y | -3.9% | +55.4% | -59.3% | -20.8% |
| 3Y | +52.5% | +173.8% | -121.4% | -1.8% |
| 5Y | +134.0% | +395.2% | -261.2% | +17.1% |
| All | +916.7% | +294.8% | +621.9% | +386.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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