+1,087.5%
APO vs CDW
+903.1%
+184.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -1.0% | +3.2% | -4.2% | -2.6% |
| 30D | +3.5% | +9.3% | -5.8% | -1.7% |
| 3M | +4.5% | +9.8% | -5.3% | -2.5% |
| 6M | +22.8% | +23.3% | -0.6% | +3.8% |
| YTD | -6.5% | +13.7% | -20.2% | -17.5% |
| 1Y | +0.8% | -6.5% | +7.3% | -1.3% |
| 3Y | +62.0% | -25.2% | +87.2% | +76.6% |
| 5Y | +138.2% | -19.5% | +157.7% | +145.9% |
| 10Y | +940.3% | +285.8% | +654.5% | +407.8% |
| All | +1,087.5% | +903.1% | +184.4% | +349.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling