+937.2%
APO vs CDW
+933.5%
+3.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | 0.0% |
| 7D | +0.8% | +2.1% | -1.3% | -0.4% |
| 30D | +1.0% | +14.7% | -13.7% | -6.4% |
| 3M | -8.4% | +11.1% | -19.5% | -14.6% |
| 6M | -9.1% | +45.6% | -54.7% | -29.1% |
| YTD | -18.3% | +17.1% | -35.4% | -29.8% |
| 1Y | -8.0% | +13.2% | -21.1% | -19.3% |
| 3Y | +47.1% | -22.2% | +69.2% | +55.6% |
| 5Y | +67.2% | -10.1% | +77.3% | +60.9% |
| 10Y | +871.8% | +307.0% | +564.9% | +358.3% |
| All | +937.2% | +933.5% | +3.7% | +282.7% |
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 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