+52.5%
APO vs CHTR
-65.7%
+118.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.2% |
| 7D | -3.5% | -4.1% | +0.6% | -2.9% |
| 30D | -6.6% | -3.0% | -3.6% | -6.2% |
| 3M | -3.3% | +4.8% | -8.0% | -4.7% |
| 6M | +22.6% | -35.0% | +57.6% | +30.6% |
| YTD | -9.8% | -30.2% | +20.4% | -5.7% |
| 1Y | -3.9% | -44.8% | +40.9% | +5.6% |
| 3Y | +52.5% | -66.6% | +119.0% | +86.7% |
| All | +52.5% | -65.7% | +118.1% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling