+2,167.7%
APO vs CG
+281.3%
+1,886.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | 0.0% |
| 7D | +0.8% | -1.2% | +2.0% | +1.7% |
| 30D | +1.0% | +5.0% | -4.0% | -2.2% |
| 3M | -8.4% | -18.2% | +9.8% | +4.1% |
| 6M | -9.1% | -20.7% | +11.6% | +5.2% |
| YTD | -18.3% | -31.4% | +13.1% | +3.4% |
| 1Y | -8.0% | -22.3% | +14.3% | +7.4% |
| 3Y | +47.1% | +50.2% | -3.1% | +8.6% |
| 5Y | +67.2% | -22.1% | +89.2% | +81.3% |
| 10Y | +871.8% | +295.5% | +576.3% | +315.4% |
| All | +2,167.7% | +281.3% | +1,886.4% | +971.7% |
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