-6.4%
APO vs CDW
+23.1%
-29.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.3% |
| 7D | +0.2% | +2.6% | -2.4% | -0.4% |
| 30D | +3.1% | +20.4% | -17.3% | -0.6% |
| 3M | -12.0% | +28.5% | -40.5% | -16.1% |
| 6M | -5.0% | +70.6% | -75.6% | -15.7% |
| YTD | -14.0% | +29.1% | -43.1% | -17.5% |
| All | -6.4% | +23.1% | -29.5% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling