+55.8%
APO vs CHD
+3.2%
+52.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.4% |
| 7D | +0.1% | -2.9% | +3.0% | +0.1% |
| 30D | +3.9% | -6.2% | +10.1% | +3.8% |
| 3M | +3.8% | +1.6% | +2.2% | +3.9% |
| 6M | +22.3% | -3.5% | +25.8% | +22.2% |
| YTD | -7.8% | +16.2% | -24.0% | -7.9% |
| 1Y | -0.3% | +3.4% | -3.7% | -1.1% |
| All | +55.8% | +3.2% | +52.6% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling