+949.3%
APO vs CHRW
+170.5%
+778.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.7% |
| 7D | -1.0% | +4.1% | -5.1% | -2.3% |
| 30D | -0.4% | +1.9% | -2.3% | -1.1% |
| 3M | -0.9% | -21.2% | +20.3% | +5.6% |
| 6M | +22.1% | -16.7% | +38.8% | +26.8% |
| YTD | -8.4% | -5.4% | -3.0% | -10.0% |
| 1Y | -0.9% | +21.2% | -22.1% | -12.2% |
| 3Y | +56.1% | +86.5% | -30.3% | +13.3% |
| 5Y | +136.0% | +93.0% | +43.0% | +64.1% |
| 10Y | +949.3% | +174.5% | +774.8% | +509.2% |
| All | +949.3% | +170.5% | +778.8% | +509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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