+776.4%
APO vs CFG
+347.0%
+429.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | +0.8% | -0.9% | +1.7% | +1.4% |
| 30D | +1.0% | +1.1% | 0.0% | +0.6% |
| 3M | -8.4% | -12.0% | +3.6% | -2.0% |
| 6M | -9.1% | -2.2% | -6.9% | -8.3% |
| YTD | -18.3% | +11.4% | -29.7% | -23.1% |
| 1Y | -8.0% | +27.8% | -35.8% | -19.4% |
| 3Y | +47.1% | +173.3% | -126.2% | -12.6% |
| 5Y | +67.2% | +62.4% | +4.7% | +25.7% |
| 10Y | +871.8% | +249.6% | +622.3% | +344.6% |
| All | +776.4% | +347.0% | +429.4% | +258.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling