+129.2%
APO vs CHTR
-81.7%
+210.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.1% |
| 7D | -3.5% | -4.1% | +0.6% | -2.6% |
| 30D | -6.6% | -3.0% | -3.6% | -6.2% |
| 3M | -3.3% | +4.8% | -8.0% | -5.5% |
| 6M | +22.6% | -35.0% | +57.6% | +33.6% |
| YTD | -9.8% | -30.2% | +20.4% | -4.2% |
| 1Y | -3.9% | -44.8% | +40.9% | +9.4% |
| 3Y | +52.5% | -66.6% | +119.0% | +98.0% |
| All | +129.2% | -81.7% | +210.8% | +247.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling