+946.8%
APO vs CAPR
-77.1%
+1,024.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -1.3% |
| 7D | +0.1% | -9.5% | +9.6% | +0.3% |
| 30D | +3.9% | +121.5% | -117.6% | +1.7% |
| 3M | +3.8% | -65.4% | +69.1% | +4.6% |
| 6M | +22.3% | -67.5% | +89.8% | +23.2% |
| YTD | -7.8% | -68.6% | +60.8% | -7.1% |
| 1Y | -0.3% | +42.7% | -43.0% | -8.1% |
| 3Y | +57.1% | +43.4% | +13.8% | +39.3% |
| 5Y | +137.0% | +86.0% | +50.9% | +104.8% |
| 10Y | +946.8% | -77.4% | +1,024.2% | +750.3% |
| All | +946.8% | -77.1% | +1,024.0% | +750.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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