+853.3%
APO vs CDW
+312.7%
+540.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.1% |
| 7D | +5.8% | +9.3% | -3.6% | +0.8% |
| 30D | +8.9% | +14.4% | -5.5% | +0.9% |
| 3M | -13.6% | +21.4% | -35.1% | -23.5% |
| 6M | -5.4% | +72.8% | -78.2% | -33.8% |
| YTD | -13.6% | +28.0% | -41.7% | -29.9% |
| 1Y | -2.5% | +19.3% | -21.8% | -17.3% |
| 3Y | +50.9% | -15.3% | +66.2% | +53.1% |
| 5Y | +81.4% | -3.8% | +85.2% | +66.9% |
| All | +853.3% | +312.7% | +540.7% | +341.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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