+837.0%
APO vs CFG
+214.3%
+622.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.9% |
| 7D | +3.5% | +1.6% | +1.9% | +2.6% |
| 30D | +4.4% | +3.3% | +1.1% | +2.8% |
| 3M | -12.1% | -11.5% | -0.5% | -6.1% |
| 6M | -7.2% | +6.2% | -13.5% | -10.4% |
| YTD | -15.1% | +14.3% | -29.4% | -21.2% |
| 1Y | -7.7% | +26.7% | -34.4% | -18.9% |
| 3Y | +49.6% | +187.8% | -138.2% | -13.9% |
| 5Y | +78.3% | +61.3% | +17.0% | +33.9% |
| All | +837.0% | +214.3% | +622.7% | +353.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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