+78.7%
APO vs CAH
+505.3%
-426.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.5% |
| 7D | +5.8% | +3.5% | +2.3% | +4.8% |
| 30D | +8.9% | +13.5% | -4.6% | +5.4% |
| 3M | -13.6% | +21.8% | -35.5% | -18.0% |
| 6M | -5.4% | +51.5% | -56.9% | -15.4% |
| YTD | -13.6% | +38.1% | -51.7% | -22.0% |
| 1Y | -2.5% | +37.7% | -40.2% | -11.9% |
| 3Y | +50.9% | +179.6% | -128.8% | -0.3% |
| All | +78.7% | +505.3% | -426.6% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling