+916.7%
APO vs CHD
+126.1%
+790.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.5% | -4.5% | +1.0% | -2.7% |
| 30D | -6.6% | -6.7% | +0.2% | -5.4% |
| 3M | -3.3% | -2.7% | -0.6% | -2.8% |
| 6M | +22.6% | -4.9% | +27.5% | +23.5% |
| YTD | -9.8% | +13.3% | -23.1% | -12.4% |
| 1Y | -3.9% | +1.0% | -4.9% | -4.6% |
| 3Y | +52.5% | +1.3% | +51.1% | +49.1% |
| 5Y | +134.0% | +20.8% | +113.2% | +115.0% |
| All | +916.7% | +126.1% | +790.6% | +747.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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