+137.9%
APO vs CDW
-19.1%
+157.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -1.0% | +3.2% | -4.2% | -2.5% |
| 30D | +3.5% | +9.3% | -5.8% | -1.3% |
| 3M | +4.5% | +9.8% | -5.3% | -1.9% |
| 6M | +22.8% | +23.3% | -0.6% | +4.3% |
| YTD | -6.5% | +13.7% | -20.2% | -16.8% |
| 1Y | +0.8% | -6.5% | +7.3% | +0.8% |
| 3Y | +62.0% | -25.2% | +87.2% | +78.6% |
| All | +137.9% | -19.1% | +157.0% | +151.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling