-4.4%
APO vs CHTR
-46.1%
+41.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +5.7% | +2.4% | +7.3% |
| 7D | +8.2% | +14.1% | -5.9% | +6.5% |
| 30D | +6.4% | +11.6% | -5.2% | +4.9% |
| 3M | -7.4% | -21.4% | +14.0% | -4.7% |
| 6M | -4.2% | -27.3% | +23.1% | 0.0% |
| YTD | -14.1% | -42.4% | +28.3% | -9.1% |
| 1Y | -4.4% | -45.6% | +41.2% | +4.4% |
| All | -4.4% | -46.1% | +41.7% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling