+962.2%
APO vs CF
+569.3%
+392.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.3% |
| 7D | -1.0% | +6.0% | -7.0% | -2.7% |
| 30D | +3.5% | +14.8% | -11.4% | -0.7% |
| 3M | +4.5% | +14.1% | -9.5% | -0.1% |
| 6M | +22.8% | +28.5% | -5.8% | +10.1% |
| YTD | -6.5% | +74.9% | -81.4% | -24.4% |
| 1Y | +0.8% | +61.7% | -60.9% | -16.7% |
| 3Y | +62.0% | +80.3% | -18.4% | +24.6% |
| 5Y | +138.2% | +226.0% | -87.7% | +34.2% |
| All | +962.2% | +569.3% | +392.8% | +355.6% |
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