+2,496.4%
APO vs CG
+351.2%
+2,145.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.5% |
| 7D | -1.0% | -4.3% | +3.3% | +1.9% |
| 30D | +3.5% | -5.1% | +8.5% | +6.9% |
| 3M | +4.5% | +8.7% | -4.1% | -1.2% |
| 6M | +22.8% | -9.2% | +32.0% | +30.3% |
| YTD | -6.5% | -18.9% | +12.4% | +6.3% |
| 1Y | +0.8% | -25.6% | +26.5% | +20.9% |
| 3Y | +62.0% | +57.3% | +4.7% | +15.8% |
| 5Y | +138.2% | +10.2% | +128.1% | +107.4% |
| 10Y | +940.3% | +364.2% | +576.1% | +300.1% |
| All | +2,496.4% | +351.2% | +2,145.2% | +1,001.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling