+895.2%
APO vs CDW
+325.6%
+569.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.8% | -0.2% | +2.1% |
| 7D | +2.3% | +9.3% | -7.0% | -2.5% |
| 30D | +3.0% | +15.8% | -12.8% | -5.3% |
| 3M | -3.7% | +21.8% | -25.5% | -14.8% |
| 6M | -7.5% | +58.8% | -66.3% | -32.0% |
| YTD | -14.5% | +22.8% | -37.3% | -28.9% |
| 1Y | -6.2% | +17.9% | -24.1% | -20.0% |
| 3Y | +51.9% | -17.4% | +69.3% | +56.1% |
| 5Y | +76.5% | -5.7% | +82.2% | +64.1% |
| 10Y | +895.2% | +319.5% | +575.7% | +399.8% |
| All | +895.2% | +325.6% | +569.6% | +399.8% |
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