+949.3%
APO vs CG
+324.5%
+624.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +2.2% |
| 7D | -1.0% | -6.4% | +5.4% | +3.7% |
| 30D | -0.4% | -7.1% | +6.7% | +4.7% |
| 3M | -0.9% | -1.6% | +0.7% | -0.1% |
| 6M | +22.1% | -8.3% | +30.5% | +29.3% |
| YTD | -8.4% | -23.8% | +15.4% | +9.9% |
| 1Y | -0.9% | -28.7% | +27.8% | +24.0% |
| 3Y | +56.1% | +49.2% | +7.0% | +10.2% |
| 5Y | +136.0% | +5.5% | +130.5% | +105.6% |
| 10Y | +949.3% | +331.2% | +618.1% | +265.5% |
| All | +949.3% | +324.5% | +624.8% | +265.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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