+837.0%
APO vs CF
+478.3%
+358.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.7% |
| 7D | +3.5% | +5.4% | -1.9% | +2.0% |
| 30D | +4.4% | +6.5% | -2.2% | +2.2% |
| 3M | -12.1% | +4.6% | -16.7% | -13.9% |
| 6M | -7.2% | -3.3% | -3.9% | -7.8% |
| YTD | -15.1% | +63.9% | -79.0% | -30.8% |
| 1Y | -7.7% | +50.4% | -58.1% | -22.7% |
| 3Y | +49.6% | +68.2% | -18.7% | +16.5% |
| 5Y | +78.3% | +113.8% | -35.6% | +16.9% |
| All | +837.0% | +478.3% | +358.7% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 10y: compounded portfolio wealth divided by compounded CF 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…
10y analysis · Full analysis span regression · 6 months rolling