+47.1%
APO vs CDW
-21.8%
+68.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.1% |
| 7D | +0.8% | +2.1% | -1.3% | 0.0% |
| 30D | +1.0% | +14.7% | -13.7% | -3.9% |
| 3M | -8.4% | +11.1% | -19.5% | -12.3% |
| 6M | -9.1% | +45.6% | -54.7% | -23.8% |
| YTD | -18.3% | +17.1% | -35.4% | -25.7% |
| 1Y | -8.0% | +13.2% | -21.1% | -14.7% |
| 3Y | +47.1% | -22.2% | +69.2% | +53.4% |
| All | +47.1% | -21.8% | +68.8% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling